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
$84.1M
AUM Growth
-$3.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$544K
2 +$502K
3 +$462K
4
CLX icon
Clorox
CLX
+$384K
5
MSFT icon
Microsoft
MSFT
+$302K

Top Sells

1 +$805K
2 +$502K
3 +$465K
4
URI icon
United Rentals
URI
+$345K
5
CVX icon
Chevron
CVX
+$296K

Sector Composition

1 Healthcare 21.85%
2 Consumer Staples 18.81%
3 Technology 13.25%
4 Industrials 11.17%
5 Financials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1
77
-4,250
78
-1,458
79
-3,940
80
-5,900