HCMT
Highland Capital Management (Tennessee) Portfolio holdings
AUM
$1.85B
1-Year Return
23.37%
This Quarter Return
+5.1%
1 Year Return
+23.37%
3 Year Return
+90.55%
5 Year Return
+162.82%
10 Year Return
+346.75%
AUM
$1.26B
AUM Growth
+$14.8M
(+1.2%)
Cap. Flow
-$39.7M
Cap. Flow
% of AUM
-3.15%
Top 10 Holdings %
Top 10 Hldgs %
21.7%
Holding
403
New
50
Increased
128
Reduced
146
Closed
56
Top Buys
| 1 |
Lockheed Martin
LMT
|
+$7.9M |
| 2 |
Abbott
ABT
|
+$5.23M |
| 3 |
Chevron
CVX
|
+$3.37M |
| 4 |
Iron Mountain
IRM
|
+$2.92M |
| 5 |
Procter & Gamble
PG
|
+$2.63M |
Top Sells
| 1 |
Apple
AAPL
|
+$6.83M |
| 2 |
Allstate
ALL
|
+$6.4M |
| 3 |
Oshkosh
OSK
|
+$5.96M |
| 4 |
Eaton
ETN
|
+$5.68M |
| 5 |
RTX Corp
RTX
|
+$4.82M |
Sector Composition
| 1 | Financials | 18.77% |
| 2 | Technology | 13.81% |
| 3 | Healthcare | 13.04% |
| 4 | Industrials | 9.45% |
| 5 | Communication Services | 7.51% |