HCMT

Highland Capital Management (Tennessee) Portfolio holdings

AUM $2.01B
1-Year Est. Return 28.2%
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$10.7M
2 +$2.92M
3 +$780K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$608K
5
PEP icon
PepsiCo
PEP
+$540K

Sector Composition

1 Technology 13.53%
2 Healthcare 11.75%
3 Industrials 10.63%
4 Energy 10.32%
5 Financials 9.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$21K ﹤0.01%
8
127
-25,000
128
-11,080
129
-3,833