HCM
Heathbridge Capital Management Portfolio holdings
AUM
$249M
This Quarter Return
+7.35%
1 Year Return
+21.04%
3 Year Return
+29.86%
5 Year Return
+81.75%
10 Year Return
+120.19%
AUM
$342M
AUM Growth
+$342M
(+4.7%)
Cap. Flow
+$1M
Cap. Flow
% of AUM
0.29%
Top 10 Holdings %
Top 10 Hldgs %
69.34%
Holding
27
New
1
Increased
15
Reduced
8
Closed
1
Top Buys
| 1 |
B
Barrick Mining Corporation
B
|
$8.58M |
| 2 |
TC Energy
TRP
|
$381K |
| 3 |
MTF
MITSUBISHI TOKYO FINL ADS (NEW
MTF
|
$296K |
| 4 |
Hudbay
HBM
|
$287K |
| 5 |
Automatic Data Processing
ADP
|
$267K |
Top Sells
| 1 |
GG
Goldcorp Inc
GG
|
$8.71M |
| 2 |
Magna International
MGA
|
$756K |
| 3 |
Manulife Financial
MFC
|
$482K |
| 4 |
Texas Instruments
TXN
|
$255K |
| 5 |
WDR
Waddell & Reed Financial, Inc.
WDR
|
$78.3K |
Sector Composition
| 1 | Financials | 20.69% |
| 2 | Communication Services | 16.96% |
| 3 | Technology | 13.27% |
| 4 | Industrials | 11.73% |
| 5 | Energy | 9.97% |