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
$1.18B
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1 +$38.3M
2 +$24.2M
3 +$11.7M
4
APO icon
Apollo Global Management
APO
+$9.54M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.83M

Top Sells

1 +$23.2M
2 +$17.9M
3 +$14.2M
4
LEN icon
Lennar Class A
LEN
+$7.37M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$6.63M

Sector Composition

1 Technology 14.95%
2 Financials 8.56%
3 Consumer Discretionary 6.7%
4 Healthcare 6.07%
5 Industrials 5.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-6,779
177
-5,080
178
-45,109
179
-26,875