HCM

Hall Capital Management Portfolio holdings

AUM $237M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.9M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$2.03M
3
+$714K
4
VZ icon
Verizon
VZ
+$696K
5
WMT icon
Walmart
WMT
+$627K

Top Sells

1
+$3.68M
2
+$2.04M
3
+$1.49M
4
JPM icon
JPMorgan Chase
JPM
+$717K
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$475K

Sector Composition

1 Consumer Staples 19.49%
2 Technology 19.25%
3 Healthcare 16.84%
4 Industrials 11.79%
5 Consumer Discretionary 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.41M 1.44%
23,476
+948
27
$1.38M 1.41%
25,473
+129
28
$1.28M 1.31%
15,880
-938
29
$1.23M 1.25%
6,704
-45
30
$1.18M 1.2%
24,705
+75
31
$1.11M 1.14%
11,390
-3,160
32
$1.04M 1.06%
21,721
-342
33
$967K 0.99%
5,583
-45
34
$965K 0.99%
9,900
-360
35
$936K 0.96%
11,352
-360
36
$926K 0.95%
20,922
-300
37
$924K 0.94%
14,059
-3,500
38
$896K 0.92%
10,468
+998
39
$888K 0.91%
15,280
-1,060
40
$826K 0.84%
11,250
+539
41
$717K 0.73%
8,825
+335
42
$714K 0.73%
+9,553
43
$641K 0.66%
16,589
-2,355
44
$609K 0.62%
12,153
-175
45
$604K 0.62%
6,400
+2,595
46
$514K 0.53%
9,437
-3,592
47
$502K 0.51%
4,395
-491
48
$489K 0.5%
3,038
+1,460
49
$471K 0.48%
6,874
-4,101
50
$448K 0.46%
6,745
+50
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2
3 4