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
$333M
AUM Growth
-$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$8.49M
2 +$405K
3 +$80.6K

Top Sells

1 +$20.2M
2 +$8.39M
3 +$4.36M
4
MFC icon
Manulife Financial
MFC
+$1.02M
5
TRP icon
TC Energy
TRP
+$791K

Sector Composition

1 Materials 22.46%
2 Financials 21.8%
3 Communication Services 20.56%
4 Energy 9.55%
5 Technology 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$26K 0.01%
25,000
27
-462,600