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
$512M
AUM Growth
-$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$5.56M
2
+$3.65M
3
+$3.36M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.68M
5
MDT icon
Medtronic
MDT
+$2.27M

Top Sells

1
+$6.66M
2
+$4.46M
3
+$4.13M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$3.9M
5
ABT icon
Abbott
ABT
+$3.52M

Sector Composition

1 Healthcare 15.91%
2 Technology 13.94%
3 Industrials 10.25%
4 Consumer Staples 8.81%
5 Financials 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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