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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
$310M
AUM Growth
+$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$6.85M
3
+$5.05M
4
MSFT icon
Microsoft
MSFT
+$4.9M
5
CME icon
CME Group
CME
+$4.88M

Top Sells

1
+$7.77M
2
+$7.45M
3
+$5.97M
4
STL
Sterling Bancorp
STL
+$5.79M
5
WHG icon
Westwood Holdings Group
WHG
+$4.33M

Sector Composition

1 Real Estate 11.87%
2 Energy 11.46%
3 Financials 10.71%
4 Consumer Staples 10.36%
5 Consumer Discretionary 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,500
102
– –
-4,175
103
– –
-130,000
104
– –
-12,725
1 2 3 4
5