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
$536M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.26M
2 +$2.66M
3 +$1.37M
4
BND icon
Vanguard Total Bond Market
BND
+$1.3M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$1.02M

Top Sells

1 +$5.32M
2 +$3.12M
3 +$1.55M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.05M
5
AFL icon
Aflac
AFL
+$874K

Sector Composition

1 Healthcare 13.23%
2 Technology 13.1%
3 Energy 10.61%
4 Industrials 9.49%
5 Financials 8.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$199K 0.04%
5,275
152
-87,875