HCM

Hillman Capital Management Portfolio holdings

AUM $183M
1-Year Est. Return 1.83%
This Quarter Est. Return
1 Year Est. Return
+1.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$39.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.72M
2 +$6.69M
3 +$1.39M
4
BK icon
Bank of New York Mellon
BK
+$1.32M
5
MSFT icon
Microsoft
MSFT
+$1.08M

Top Sells

1 +$9.91M
2 +$7.38M
3 +$6.19M
4
MRK icon
Merck
MRK
+$126K
5
BDX icon
Becton Dickinson
BDX
+$125K

Sector Composition

1 Healthcare 18.33%
2 Technology 16.2%
3 Consumer Staples 13.92%
4 Communication Services 13.79%
5 Financials 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-248,490