HCM

Hilton Capital Management Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
+$68.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$12.8M
3
+$12.5M
4
GS icon
Goldman Sachs
GS
+$10.3M
5
BAH icon
Booz Allen Hamilton
BAH
+$6.03M

Top Sells

1
+$11.9M
2
+$11.2M
3
+$7.9M
4
FLIC
First of Long Island Corp
FLIC
+$5.1M
5
KEY icon
KeyCorp
KEY
+$3.92M

Sector Composition

1 Financials 19.27%
2 Energy 10.23%
3 Real Estate 9.65%
4 Consumer Staples 8.71%
5 Industrials 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
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