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HCM
Highlander Capital Management Portfolio holdings
AUM
$292M
1-Year Est. Return
22.24%
This Fund
S&P 500
This Quarter
Est. Return
+0.19%
1 Year Est. Return
+22.24%
3 Year Est. Return
+34.41%
5 Year Est. Return
+97.97%
10 Year Est. Return
+157.93%
AUM
$94.5M
AUM Growth
–
Cap. Flow
+$86.3M
Cap. Flow
% of AUM
91.29%
Top 10 Holdings %
Top 10 Hldgs %
14.35%
Holding
824
New
636
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$2M |
| 2 |
BNY
Bank of New York Mellon
BNY
|
+$1.57M |
| 3 |
GE Aerospace
GE
|
+$1.32M |
| 4 |
Starwood Property Trust
STWD
|
+$1.3M |
| 5 |
Republic Services
RSG
|
+$1.3M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 19.75% |
| 2 | Real Estate | 8.06% |
| 3 | Energy | 6.73% |
| 4 | Industrials | 6.62% |
| 5 | Healthcare | 6.56% |
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Highlander Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Highlander Capital Management, which disclosed 824 positions worth $94.5M. Its ten largest holdings account for 14% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 18,175 shares worth $2.03M.
By sector, the portfolio is most concentrated in Financials at 20% of assets, followed by Real Estate and Energy.
- Highlander Capital Management's largest Q2 2013 buy was Berkshire Hathaway Class B: 18,175 shares worth $2.03M.
- Highlander Capital Management's ten largest holdings make up 14% of its $94.5M portfolio in Q2 2013.
- Highlander Capital Management disclosed 824 positions in Q2 2013, its first 13F filing on record.
Based on Highlander Capital Management's 13F filing for Q2 2013, filed 7 Aug 2013.