HCM
Hilton Capital Management Portfolio holdings
AUM
$1.25B
This Quarter Return
-1.17%
1 Year Return
+11.84%
3 Year Return
+42.81%
5 Year Return
+95.16%
10 Year Return
+213.96%
AUM
$751M
AUM Growth
+$751M
(-9.9%)
Cap. Flow
-$61.8M
Cap. Flow
% of AUM
-8.23%
Top 10 Holdings %
Top 10 Hldgs %
54.56%
Holding
156
New
14
Increased
9
Reduced
63
Closed
33
Top Buys
| 1 |
Energy Select Sector SPDR Fund
XLE
|
$22M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
$14.7M |
| 3 |
TJX Companies
TJX
|
$8.1M |
| 4 |
Alerian MLP ETF
AMLP
|
$8.06M |
| 5 |
Visa
V
|
$7.43M |
Top Sells
Sector Composition
| 1 | Technology | 14.16% |
| 2 | Healthcare | 7.4% |
| 3 | Financials | 5.73% |
| 4 | Consumer Discretionary | 5.73% |
| 5 | Industrials | 4.9% |
