HCM
HM Capital Management Portfolio holdings
AUM
$167M
1-Year Est. Return
9.14%
1 Year Est. Return
-9.14%
AUM
$167M
AUM Growth
-$12.4M
(-6.9%)
Holding
59
Top Buys
| 1 | +$1.2M | |
| 2 | +$528K | |
| 3 | +$220K | |
| 4 |
Tesla
TSLA
|
+$219K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
+$212K |
Top Sells
| 1 | +$6.8M | |
| 2 | +$276K | |
| 3 | +$211K | |
| 4 |
UNVR
Univar Solutions Inc.
UNVR
|
+$205K |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$147K |
Sector Composition
| 1 | Technology | 11.7% |
| 2 | Healthcare | 5.88% |
| 3 | Consumer Staples | 4.78% |
| 4 | Consumer Discretionary | 2.62% |
| 5 | Financials | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Deere & Co
DE
$125B
| $220K | 0.13% |
+659
|
|
||
52
Waste Management
WM
$79.3B
| $220K | 0.13% |
1,375
|
|
||
|
53
Tesla
TSLA
$1.56T
| $219K | 0.13% |
+825
|
|
||
54
Eli Lilly
LLY
$802B
| $218K | 0.13% |
675
|
|
||
55
Avient
AVNT
$2.94B
| $203K | 0.12% |
6,688
|
|
||
56
Vertiv
VRT
$73.2B
| $100K | 0.06% |
10,245
|
|
||
57
AbbVie
ABBV
$374B
| – | – |
-1,378
|
|
||
58
Belden
BDC
$4.66B
| – | – |
-5,188
|
|
||
|
UNVR
59
DELISTED
Univar Solutions Inc.
UNVR
| – | – |
-8,250
|
|