HCM

HM Capital Management Portfolio holdings

AUM $167M
1-Year Est. Return 9.14%
This Quarter Est. Return
1 Year Est. Return
-9.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$263M
AUM Growth
+$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$7.09M
2
+$6.45M
3
+$4.48M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$2.89M
5
JNJ icon
Johnson & Johnson
JNJ
+$2.68M

Top Sells

1
+$22.2M
2
+$231K
3
+$69.7K
4
BA icon
Boeing
BA
+$12.5K
5
WYNN icon
Wynn Resorts
WYNN
+$9.87K

Sector Composition

1 Technology 7.84%
2 Healthcare 3.55%
3 Consumer Discretionary 2.84%
4 Consumer Staples 2.58%
5 Industrials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$893K 0.34%
+5,143
27
$681K 0.26%
+2,024
28
$676K 0.26%
1,417
+67
29
$657K 0.25%
6,801
-722
30
$650K 0.25%
1,511
+4
31
$582K 0.22%
3,759
+518
32
$558K 0.21%
3,860
+600
33
$553K 0.21%
1,848
+1,103
34
$537K 0.2%
+3,391
35
$449K 0.17%
+7,332
36
$448K 0.17%
4,823
+190
37
$400K 0.15%
2,760
+300
38
$378K 0.14%
+2,229
39
$374K 0.14%
6,688
40
$368K 0.14%
2,250
+760
41
$363K 0.14%
6,457
42
$356K 0.14%
6,000
43
$345K 0.13%
4,384
44
$325K 0.12%
4,946
45
$318K 0.12%
+4,640
46
$311K 0.12%
+5,259
47
$307K 0.12%
5,241
48
$291K 0.11%
825
49
$269K 0.1%
3,900
50
$248K 0.09%
724
1
2
3