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
1
$4.26M 4.42%
41,330
-60
2
$3.93M 4.07%
39,068
+155
3
$3.61M 3.74%
42,107
+370
4
$3.41M 3.54%
35,696
+350
5
$2.91M 3.01%
39,453
6
$2.78M 2.88%
32,698
-465
7
$2.73M 2.83%
46,608
-120
8
$2.68M 2.78%
54,095
+4,950
9
$2.37M 2.46%
48,771
+900
10
$2.3M 2.38%
32,408
+110
11
$2.2M 2.28%
54,132
+10,205
12
$2.15M 2.23%
38,000
-2,825
13
$2M 2.07%
18,695
+100
14
$2M 2.07%
19,079
+2,080
15
$1.97M 2.04%
18,781
-883
16
$1.94M 2.01%
38,870
-50
17
$1.9M 1.97%
43,000
+1,425
18
$1.87M 1.94%
12,365
19
$1.83M 1.9%
39,513
-506
20
$1.79M 1.85%
54,238
+30
21
$1.78M 1.85%
27,635
+1,620
22
$1.78M 1.85%
21,355
+640
23
$1.74M 1.81%
32,075
+495
24
$1.73M 1.79%
55,211
+7,975
25
$1.72M 1.79%
21,028
+74
1
2 3 4