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
$96.5M
AUM Growth
-$699K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$331K
3
+$314K
4
ORCL icon
Oracle
ORCL
+$255K
5
INTC icon
Intel
INTC
+$249K

Top Sells

1
+$1.24M
2
+$438K
3
+$351K
4
BMO icon
Bank of Montreal
BMO
+$222K
5
AXP icon
American Express
AXP
+$211K

Sector Composition

1 Healthcare 22.59%
2 Consumer Staples 17.39%
3 Industrials 13.04%
4 Technology 11.87%
5 Energy 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.61%
5,720
-579
52
$556K 0.58%
11,130
+6,280
53
$526K 0.55%
3,921
-50
54
$526K 0.55%
6,043
+675
55
$511K 0.53%
8,445
+250
56
$511K 0.53%
3,645
-55
57
$509K 0.53%
3,186
-5
58
$502K 0.52%
8,790
59
$475K 0.49%
43,035
-600
60
$473K 0.49%
11,350
+2,025
61
$463K 0.48%
4,595
-100
62
$459K 0.48%
5,988
+75
63
$444K 0.46%
6,830
+1,840
64
$424K 0.44%
5,984
+79
65
$382K 0.4%
6,800
66
$374K 0.39%
13,671
67
$359K 0.37%
3,940
-25
68
$339K 0.35%
3,675
69
$331K 0.34%
+6,970
70
$319K 0.33%
5,725
-100
71
$307K 0.32%
20,000
72
$295K 0.31%
7,100
73
$273K 0.28%
7,346
74
$267K 0.28%
1,746
-8,138
75
$255K 0.26%
+5,923
1 2
3
4