HCM
Hall Capital Management Portfolio holdings
AUM
$237M
This Quarter Return
+5.59%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$97.2M
AUM Growth
–
Cap. Flow
+$97.2M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
32.02%
Holding
83
New
83
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Johnson & Johnson
JNJ
|
$4.07M |
| 2 |
CVS Health
CVS
|
$3.99M |
| 3 |
Automatic Data Processing
ADP
|
$3.48M |
| 4 |
PepsiCo
PEP
|
$3.34M |
| 5 |
Exxon Mobil
XOM
|
$3.07M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 21.73% |
| 2 | Consumer Staples | 17.33% |
| 3 | Industrials | 13.71% |
| 4 | Technology | 11.97% |
| 5 | Energy | 8.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SEP
76
DELISTED
Spectra Engy Parters Lp
SEP
| $227K | 0.23% |
+4,000
| New | +$227K |
|
77
Berkshire Hathaway Class A
BRK.A
$1.09T
| $226K | 0.23% |
+1
| New | +$226K |
|
78
Realty Income
O
$53.7B
| $224K | 0.23% |
+4,700
| New | +$224K |
|
79
Bank of Montreal
BMO
$86.7B
| $222K | 0.23% |
+3,150
| New | +$222K |
|
80
Campbell Soup
CPB
$9.52B
| $215K | 0.22% |
+4,901
| New | +$215K |
|
81
Merck
MRK
$210B
| $214K | 0.22% |
+3,769
| New | +$214K |
|
82
American Express
AXP
$231B
| $211K | 0.22% |
+2,270
| New | +$211K |
|
83
Dover
DOV
$24.5B
| $206K | 0.21% |
+2,875
| New | +$206K |
|