HCM

Hitchwood Capital Management Portfolio holdings

AUM $162M
1-Year Est. Return 3.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+3.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
-$965M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$103M
2
+$59.2M
3
+$53.1M
4
EW icon
Edwards Lifesciences
EW
+$42.4M
5
MTCH icon
Match Group
MTCH
+$22.7M

Top Sells

1
+$91.8M
2
+$77.8M
3
+$74.2M
4
PLAN
Anaplan, Inc.
PLAN
+$65.1M
5
DIS icon
Walt Disney
DIS
+$55.9M

Sector Composition

1 Technology 35.34%
2 Consumer Discretionary 31.21%
3 Communication Services 13.41%
4 Healthcare 7.47%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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