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
51
$244K 0.09%
4,140
52
$235K 0.09%
12,402
53
$234K 0.09%
+8,250
54
$229K 0.09%
1,375
55
$213K 0.08%
+794
56
$211K 0.08%
2,747
+6
57
$208K 0.08%
+649
58
– –
-63,166
1 2
3