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
$1.02B
AUM Growth
+$76.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Sells

1 +$18.1M
2 +$16.5M
3 +$13.7M
4
USB icon
US Bancorp
USB
+$11.6M
5
NLY icon
Annaly Capital Management
NLY
+$10.5M

Sector Composition

1 Technology 15.42%
2 Financials 11.43%
3 Industrials 8.28%
4 Real Estate 7.92%
5 Consumer Staples 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-254,083
152
-5,723