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

Top Buys

1 +$8.37M
2 +$6.96M
3 +$5.37M
4
MSFT icon
Microsoft
MSFT
+$5.16M
5
CME icon
CME Group
CME
+$4.7M

Top Sells

1 +$17.4M
2 +$15.5M
3 +$9.09M
4
AOD
abrdn Total Dynamic Dividend Fund
AOD
+$8.51M
5
NVS icon
Novartis
NVS
+$7.55M

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
-192,262
102
-7,270
103
-6,500
104
-4,175