HCM

Heathbridge Capital Management Portfolio holdings

AUM $261M
1-Year Est. Return 17.38%
This Quarter Est. Return
1 Year Est. Return
+17.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$326M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.8M
2 +$629K
3 +$245K
4
TRI icon
Thomson Reuters
TRI
+$234K
5
SU icon
Suncor Energy
SU
+$201K

Top Sells

1 +$150K
2 +$113K
3 +$87K
4
ADP icon
Automatic Data Processing
ADP
+$48.4K

Sector Composition

1 Financials 20.05%
2 Communication Services 15.79%
3 Technology 12.96%
4 Industrials 11.5%
5 Energy 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$304K 0.09%
2,700
-1,000