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
$2.32B
AUM Growth
+$518M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$163M
2
+$79.7M
3
+$60.1M
4
NFLX icon
Netflix
NFLX
+$59.3M
5
ADBE icon
Adobe
ADBE
+$58.8M

Top Sells

1
+$50.5M
2
+$48.7M
3
+$44.3M
4
AVLR
Avalara, Inc.
AVLR
+$37.3M
5
PAGS icon
PagSeguro Digital
PAGS
+$37M

Sector Composition

1 Technology 29.71%
2 Consumer Discretionary 27.18%
3 Communication Services 17.25%
4 Financials 7.33%
5 Industrials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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-869,657
54
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55
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56
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-145,000
57
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-490,503
58
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0
59
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0
60
– –
-62,120
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3