HKIM
Hayek Kallen Investment Management Portfolio holdings
AUM
$294M
1-Year Return
17.21%
This Quarter Return
+12.33%
1 Year Return
+17.21%
3 Year Return
+70.81%
5 Year Return
+127.61%
10 Year Return
+284.8%
AUM
$154M
AUM Growth
+$14.6M
(+10%)
Cap. Flow
-$1.22M
Cap. Flow
% of AUM
-0.79%
Top 10 Holdings %
Top 10 Hldgs %
41.32%
Holding
70
New
5
Increased
14
Reduced
37
Closed
2
Top Buys
| 1 |
NVIDIA
NVDA
|
$836K |
| 2 |
Caterpillar
CAT
|
$615K |
| 3 |
JPMorgan Chase
JPM
|
$388K |
| 4 |
Amazon
AMZN
|
$376K |
| 5 |
AB InBev
BUD
|
$254K |
Top Sells
| 1 |
Colgate-Palmolive
CL
|
$753K |
| 2 |
Thermo Fisher Scientific
TMO
|
$573K |
| 3 |
Microsoft
MSFT
|
$482K |
| 4 |
Intel
INTC
|
$284K |
| 5 |
Waste Management
WM
|
$259K |
Sector Composition
| 1 | Technology | 21.79% |
| 2 | Healthcare | 18.26% |
| 3 | Consumer Staples | 15.84% |
| 4 | Financials | 10.81% |
| 5 | Industrials | 8.79% |
