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
1
$8.49M 8.67%
53,822
-1,433
2
$4.36M 4.45%
34,072
+20,216
3
$3.93M 4.01%
28,735
-1,390
4
$3.78M 3.86%
28,809
-150
5
$3.74M 3.82%
31,164
+205
6
$3.51M 3.59%
65,365
+12,963
7
$3.34M 3.41%
20,181
+675
8
$3.1M 3.16%
48,716
-88
9
$2.58M 2.64%
33,858
+1,890
10
$2.54M 2.59%
28,186
-7,968
11
$2.47M 2.53%
65,256
+16,551
12
$2.32M 2.37%
25,097
+1,050
13
$2.28M 2.33%
7,992
+50
14
$2.15M 2.19%
11,492
+465
15
$2.11M 2.15%
14,943
-1,405
16
$2.09M 2.13%
15,595
+1,713
17
$2.04M 2.08%
25,817
-185
18
$2.03M 2.07%
+5,989
19
$1.93M 1.98%
87,797
+1,119
20
$1.75M 1.79%
15,919
+810
21
$1.72M 1.76%
55,575
-2,957
22
$1.6M 1.64%
25,446
-480
23
$1.54M 1.57%
15,956
-211
24
$1.51M 1.55%
20,940
-1,733
25
$1.45M 1.48%
5,104
+264
1
2 3 4