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
$367M
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$3.36M
2 +$2.92M
3 +$537K
4
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$488K
5
MGA icon
Magna International
MGA
+$353K

Top Sells

1 +$8.4M
2 +$6.61M
3 +$5.33M
4
ADP icon
Automatic Data Processing
ADP
+$3.82M
5
WFC icon
Wells Fargo
WFC
+$3.42M

Sector Composition

1 Financials 23.67%
2 Technology 21.34%
3 Communication Services 13.46%
4 Industrials 11.76%
5 Energy 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-502,398