HCM
Hilton Capital Management Portfolio holdings
AUM
$1.25B
1-Year Return
11.84%
This Quarter Return
+5.45%
1 Year Return
+11.84%
3 Year Return
+42.81%
5 Year Return
+95.16%
10 Year Return
+213.96%
AUM
$732M
AUM Growth
-$7.97M
(-1.1%)
Cap. Flow
+$234M
Cap. Flow
% of AUM
32.02%
Top 10 Holdings %
Top 10 Hldgs %
53.56%
Holding
382
New
80
Increased
62
Reduced
32
Closed
17
Top Buys
Top Sells
| 1 |
Host Hotels & Resorts
HST
|
$18M |
| 2 |
D.R. Horton
DHI
|
$17.6M |
| 3 |
Johnson & Johnson
JNJ
|
$11.7M |
| 4 |
Williams Companies
WMB
|
$9.7M |
| 5 |
Exxon Mobil
XOM
|
$9.4M |
Sector Composition
| 1 | Financials | 14.63% |
| 2 | Industrials | 12.11% |
| 3 | Real Estate | 10.72% |
| 4 | Technology | 4.66% |
| 5 | Energy | 4.66% |
