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
$833M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Sells

1 +$62.7M
2 +$53.9M
3 +$13.4M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$12.8M
5
DG icon
Dollar General
DG
+$11.9M

Sector Composition

1 Technology 13.8%
2 Healthcare 6.68%
3 Industrials 5.36%
4 Consumer Staples 5.24%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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8,371
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