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
$497M
AUM Growth
+$32.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$3.34M
2 +$835K
3 +$587K
4
CMCSA icon
Comcast
CMCSA
+$371K
5
ENB icon
Enbridge
ENB
+$314K

Top Sells

1 +$281K
2 +$209K
3 +$192K
4
BBVA icon
Banco Bilbao Vizcaya Argentaria
BBVA
+$158K
5
MFC icon
Manulife Financial
MFC
+$108K

Sector Composition

1 Financials 28.07%
2 Technology 21.29%
3 Materials 11.48%
4 Communication Services 11.16%
5 Energy 10.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$398K 0.08%
4,850
+1,750
27
$314K 0.06%
+7,400
28
$271K 0.05%
6,700
29
$268K 0.05%
5,000
30
$119K 0.02%
11,829
+31
31
$82K 0.02%
173,300
32
-14,900