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
$101M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$478K
3
+$278K
4
WMT icon
Walmart
WMT
+$209K
5
INTC icon
Intel
INTC
+$140K

Top Sells

1
+$1.49M
2
+$591K
3
+$416K
4
BLK icon
Blackrock
BLK
+$260K
5
STZ icon
Constellation Brands
STZ
+$241K

Sector Composition

1 Healthcare 17.74%
2 Technology 15.53%
3 Industrials 14.01%
4 Consumer Staples 13.19%
5 Consumer Discretionary 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6M 5.97%
59,087
-821
2
$4.28M 4.25%
32,614
-352
3
$3.95M 3.93%
30,593
-1,671
4
$3.59M 3.57%
36,751
-677
5
$3.39M 3.37%
19,073
+742
6
$3.26M 3.24%
47,779
-1,008
7
$3.19M 3.18%
28,915
+284
8
$3.03M 3.02%
32,915
-910
9
$2.95M 2.93%
52,420
+4,950
10
$2.81M 2.79%
41,916
-1,144
11
$2.5M 2.48%
60,270
+315
12
$2.41M 2.4%
17,428
-240
13
$2.32M 2.3%
58,752
-836
14
$2.21M 2.2%
13,882
-293
15
$1.98M 1.96%
27,301
-443
16
$1.96M 1.95%
21,981
-985
17
$1.9M 1.89%
11,039
-176
18
$1.89M 1.88%
17,400
-988
19
$1.83M 1.82%
84,796
+1,914
20
$1.77M 1.76%
27,135
+60
21
$1.61M 1.6%
14,147
-465
22
$1.58M 1.57%
22,094
+10
23
$1.55M 1.55%
7,633
-107
24
$1.53M 1.52%
13,938
-675
25
$1.52M 1.51%
11,484
-1,206
1
2 3 4