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
$152M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$1.96M
3
+$884K
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$867K
5
MTB icon
M&T Bank
MTB
+$587K

Top Sells

1
+$2.17M
2
+$763K
3
+$593K
4
PBCT
People's United Financial Inc
PBCT
+$532K
5
SBUX icon
Starbucks
SBUX
+$423K

Sector Composition

1 Healthcare 15.59%
2 Technology 15.55%
3 Consumer Staples 14.81%
4 Industrials 10.46%
5 Consumer Discretionary 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 7.45%
44,072
-733
2
$5.56M 3.66%
36,330
-655
3
$5.46M 3.59%
30,740
+1,283
4
$5.25M 3.45%
38,401
-397
5
$5.21M 3.43%
106,330
+51,482
6
$4.82M 3.17%
28,920
+1,037
7
$4.32M 2.85%
94,783
+42,876
8
$4.32M 2.85%
17,514
-563
9
$3.92M 2.58%
78,525
-43,355
10
$3.73M 2.46%
24,416
-798
11
$3.65M 2.4%
7,622
+528
12
$3.61M 2.37%
17,172
+30
13
$3.53M 2.32%
17,915
+1,230
14
$3.46M 2.28%
65,940
+1,803
15
$3.32M 2.18%
24,567
+3,334
16
$3.26M 2.15%
80,463
+10,434
17
$3.19M 2.1%
14,969
-83
18
$3.08M 2.03%
60,678
-626
19
$3.07M 2.02%
28,246
+1,543
20
$3.05M 2.01%
27,083
-236
21
$2.96M 1.95%
10,811
-1,080
22
$2.81M 1.85%
16,166
-1,689
23
$2.8M 1.84%
26,079
+8,245
24
$2.71M 1.78%
6,295
+155
25
$2.62M 1.72%
4,815
+82
1
2 3 4 5