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HC
Highmount Capital Portfolio holdings
AUM
$391M
1-Year Est. Return
2.64%
This Fund
S&P 500
This Quarter
Est. Return
+4.71%
1 Year Est. Return
+2.64%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$405M
AUM Growth
+$24.2M
(+6.4%)
Cap. Flow
+$10.3M
Cap. Flow
% of AUM
2.53%
Top 10 Holdings %
Top 10 Hldgs %
48.98%
Holding
138
New
13
Increased
60
Reduced
36
Closed
8
Top Buys
| 1 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$16M |
| 2 |
iShares Russell 2000 Growth ETF
IWO
|
+$11M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
+$4.67M |
| 4 |
Zoetis
ZTS
|
+$1.61M |
| 5 |
SLB Ltd
SLB
|
+$1.31M |
Top Sells
| 1 |
WisdomTree Emerging Markets High Dividend Fund
DEM
|
+$14.8M |
| 2 |
VanEck Agribusiness ETF
MOO
|
+$9.1M |
| 3 |
Dominion Energy
D
|
+$2.79M |
| 4 |
American Express
AXP
|
+$2.61M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$2.26M |
Sector Composition
| 1 | Financials | 8.88% |
| 2 | Technology | 7.45% |
| 3 | Consumer Staples | 5.54% |
| 4 | Healthcare | 5.42% |
| 5 | Industrials | 4.68% |
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