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
$117M
AUM Growth
+$2.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$248K
3
+$209K
4
WMT icon
Walmart
WMT
+$190K
5
TMO icon
Thermo Fisher Scientific
TMO
+$172K

Top Sells

1
+$756K
2
+$648K
3
+$480K
4
WBA
Walgreens Boots Alliance
WBA
+$337K
5
NFLX icon
Netflix
NFLX
+$251K

Sector Composition

1 Technology 16.55%
2 Healthcare 14.81%
3 Consumer Staples 13.68%
4 Industrials 13.58%
5 Consumer Discretionary 12.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.92M 6.76%
59,161
-596
2
$5.2M 4.44%
31,466
-713
3
$4.21M 3.59%
30,197
-361
4
$4.19M 3.58%
37,512
+521
5
$4.04M 3.45%
19,458
-30
6
$4M 3.41%
30,473
+668
7
$3.75M 3.2%
48,968
+159
8
$3.26M 2.78%
39,800
-540
9
$3.1M 2.65%
54,348
+1,450
10
$2.9M 2.47%
17,118
-350
11
$2.66M 2.27%
23,065
+529
12
$2.61M 2.22%
52,660
-9,692
13
$2.51M 2.14%
61,087
-564
14
$2.34M 2%
32,240
+20
15
$2.27M 1.94%
10,907
-72
16
$2.22M 1.89%
26,390
-476
17
$2.21M 1.89%
87,297
-676
18
$2.18M 1.86%
26,481
-314
19
$2.15M 1.84%
12,329
+935
20
$2.14M 1.83%
17,228
+195
21
$2.1M 1.79%
15,000
+872
22
$1.98M 1.69%
7,508
+30
23
$1.9M 1.62%
14,276
+59
24
$1.81M 1.55%
23,426
+932
25
$1.68M 1.43%
13,789
-520
1
2 3 4