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
$105M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$355K
3
+$226K
4
SYK icon
Stryker
SYK
+$204K
5
UNP icon
Union Pacific
UNP
+$119K

Top Sells

1
+$267K
2
+$240K
3
+$218K
4
PBCT
People's United Financial Inc
PBCT
+$195K
5
D icon
Dominion Energy
D
+$187K

Sector Composition

1 Healthcare 16.52%
2 Consumer Staples 15.93%
3 Industrials 14.94%
4 Technology 13.43%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.47M 4.24%
35,869
+185
2
$4.38M 4.16%
66,552
-1,636
3
$3.88M 3.68%
37,886
-1,384
4
$3.58M 3.4%
43,714
+168
5
$3.5M 3.32%
31,297
-1,950
6
$3.36M 3.18%
47,552
+165
7
$3.35M 3.18%
56,862
-777
8
$3.22M 3.05%
36,614
+364
9
$2.72M 2.58%
86,586
-5,894
10
$2.64M 2.5%
16,506
-154
11
$2.58M 2.45%
39,619
-1,375
12
$2.5M 2.38%
51,384
-774
13
$2.31M 2.19%
32,392
-168
14
$2.19M 2.08%
16,927
-275
15
$2.12M 2.01%
16,095
-255
16
$2.11M 2%
18,614
-379
17
$2.08M 1.97%
64,044
+1,344
18
$2.04M 1.93%
26,098
+690
19
$2.03M 1.92%
19,135
+1,125
20
$2M 1.9%
14,022
-378
21
$1.9M 1.8%
24,476
-2,413
22
$1.82M 1.73%
23,190
-1,245
23
$1.81M 1.71%
50,324
-1,240
24
$1.8M 1.71%
31,162
-2,770
25
$1.75M 1.66%
23,939
+99
1
2 3 4