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HCM

Hilton Capital Management Portfolio holdings

AUM $1.32B
1-Year Est. Return 16.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$772M
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.9M
3
+$10.6M
4
DIS icon
Walt Disney
DIS
+$6.84M
5
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$4.2M

Top Sells

1
+$13.1M
2
+$8.25M
3
+$3.53M
4
AMZN icon
Amazon
AMZN
+$3.29M
5
ARES icon
Ares Management
ARES
+$2.26M

Sector Composition

1 Financials 17.42%
2 Industrials 12.7%
3 Real Estate 11.8%
4 Utilities 5.04%
5 Communication Services 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9K ﹤0.01%
80
277
$9K ﹤0.01%
339
278
$8K ﹤0.01%
50
279
$8K ﹤0.01%
175
280
$8K ﹤0.01%
85
-100
281
$8K ﹤0.01%
270
282
$8K ﹤0.01%
500
283
$7K ﹤0.01%
250
284
$7K ﹤0.01%
2,000
285
$7K ﹤0.01%
125
286
$7K ﹤0.01%
161
287
$7K ﹤0.01%
246
288
$7K ﹤0.01%
333
289
$6K ﹤0.01%
164
290
$5K ﹤0.01%
+20
291
$5K ﹤0.01%
50
292
$5K ﹤0.01%
80
293
$4K ﹤0.01%
200
294
$4K ﹤0.01%
120
295
$4K ﹤0.01%
80
296
$3K ﹤0.01%
60
297
$3K ﹤0.01%
15
298
$3K ﹤0.01%
63
299
$3K ﹤0.01%
200
300
$3K ﹤0.01%
24
10 11
12
13 14