HCM
Hilton Capital Management Portfolio holdings
AUM
$1.25B
1-Year Return
11.84%
This Quarter Return
+11.5%
1 Year Return
+11.84%
3 Year Return
+42.81%
5 Year Return
+95.16%
10 Year Return
+213.96%
AUM
$740M
AUM Growth
+$181M
(+32%)
Cap. Flow
-$132M
Cap. Flow
% of AUM
-17.84%
Top 10 Holdings %
Top 10 Hldgs %
48.18%
Holding
414
New
64
Increased
56
Reduced
26
Closed
111
Top Buys
| 1 |
Americold
COLD
|
$34.1M |
| 2 |
Booz Allen Hamilton
BAH
|
$17.1M |
| 3 |
Williams Companies
WMB
|
$9.91M |
| 4 |
Exxon Mobil
XOM
|
$9.91M |
| 5 |
Archer Daniels Midland
ADM
|
$9.84M |
Top Sells
Sector Composition
| 1 | Financials | 12.8% |
| 2 | Industrials | 10.54% |
| 3 | Real Estate | 10.09% |
| 4 | Energy | 7.31% |
| 5 | Healthcare | 4.82% |
