HCM

Hengehold Capital Management Portfolio holdings

AUM $1.17B
1-Year Est. Return 10.18%
This Quarter Est. Return
1 Year Est. Return
+10.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$307M
AUM Growth
-$3.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$2.64M
3 +$2.44M
4
WMT icon
Walmart
WMT
+$1.8M
5
MSFT icon
Microsoft
MSFT
+$1.61M

Top Sells

1 +$15.7M
2 +$7.96M
3 +$2.97M
4
GIS icon
General Mills
GIS
+$2.35M
5
PAYX icon
Paychex
PAYX
+$2.19M

Sector Composition

1 Consumer Staples 6.06%
2 Financials 3.97%
3 Healthcare 3.56%
4 Industrials 3%
5 Technology 2.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-160,932
102
-26,669