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
76
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-487
77
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-5,200
78
– –
-16,944
79
– –
-812
80
– –
-5,315
81
– –
-3,328
82
– –
-39,048
83
– –
-2,398
84
– –
-5,941
85
– –
-8,055
86
– –
-6,750
1 2 3
4