HCM

Hilton Capital Management Portfolio holdings

AUM $1.25B
1-Year Est. Return 11.84%
This Quarter Est. Return
1 Year Est. Return
+11.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Energy 35.43%
2 Consumer Staples 10.48%
3 Real Estate 8.34%
4 Financials 4.23%
5 Consumer Discretionary 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$203K 0.1%
+8,600
77
0
78
$108K 0.05%
+13,700
79
$83K 0.04%
+375,500
80
$13K 0.01%
+1,020
81
$0 ﹤0.01%
+100,000