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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
$732M
AUM Growth
-$7.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$129M
2
+$53.5M
3
+$18.9M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$18.7M
5
OUT icon
Outfront Media
OUT
+$18.2M

Top Sells

1
+$18.6M
2
+$18M
3
+$11.7M
4
WMB icon
Williams Companies
WMB
+$9.62M
5
XOM icon
Exxon Mobil
XOM
+$9.49M

Sector Composition

1 Financials 14.63%
2 Industrials 12.12%
3 Real Estate 10.72%
4 Technology 4.66%
5 Energy 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
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352
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353
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0
354
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0
355
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356
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-2,000
357
$0 ﹤0.01%
3,500
358
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-850
359
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-400
360
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-5,765
361
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-2,255
362
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-667
363
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-1,346
364
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0
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