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
$720M
AUM Growth
+$69.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 9.35%
2 Financials 3.48%
3 Healthcare 3.36%
4 Technology 1.81%
5 Industrials 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,128