HCMT
Highland Capital Management (Tennessee) Portfolio holdings
AUM $1.85B
1-Year Return
23.37%
This Quarter Return
+16.5%
1 Year Return
+23.37%
3 Year Return
+90.55%
5 Year Return
+162.82%
10 Year Return
+346.75%
AUM
$1.56B
AUM Growth
+$160M
(+11%)
Cap. Flow
-$29.4M
Cap. Flow
% of AUM
-1.89%
Top 10 Holdings %
Top 10 Hldgs %
24.81%
Holding
355
New
43
Increased
81
Reduced
181
Closed
20
Top Buys
| 1 |
Ameriprise Financial
AMP
|
+$5.91M |
| 2 |
Blackrock
BLK
|
+$4.77M |
| 3 |
Bread Financial
BFH
|
+$4.54M |
| 4 |
Broadcom
AVGO
|
+$4.48M |
| 5 |
Jazz Pharmaceuticals
JAZZ
|
+$4.22M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$11.7M |
| 2 |
Exxon Mobil
XOM
|
+$6.15M |
| 3 |
Mondelez International
MDLZ
|
+$5.26M |
| 4 |
Johnson Controls International
JCI
|
+$5.16M |
| 5 |
Prologis
PLD
|
+$4.93M |
Sector Composition
| 1 | Technology | 21.12% |
| 2 | Financials | 13.46% |
| 3 | Healthcare | 12.25% |
| 4 | Consumer Discretionary | 10.37% |
| 5 | Communication Services | 8.61% |
