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
$158M
AUM Growth
-$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$873K
2
+$536K
3
+$233K
4
AMZN icon
Amazon
AMZN
+$74.6K
5
PG icon
Procter & Gamble
PG
+$52K

Top Sells

1
+$5.36M
2
+$530K
3
+$262K
4
AAPL icon
Apple
AAPL
+$211K
5
GE icon
GE Aerospace
GE
+$63.4K

Sector Composition

1 Industrials 3.37%
2 Financials 2.93%
3 Consumer Discretionary 2.92%
4 Technology 2.68%
5 Healthcare 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$84.8M 53.57%
311,098
-962
2
$14.1M 8.93%
118,165
3
$12.7M 8.04%
255,048
+17,501
4
$3.39M 2.14%
22,037
-177
5
$3.36M 2.12%
81,745
6
$3.26M 2.06%
57,007
7
$3.23M 2.04%
129,875
+593
8
$3.09M 1.95%
8,113
+1,409
9
$3.02M 1.91%
21,754
+298
10
$2.88M 1.82%
18,045
11
$2.79M 1.76%
21,769
12
$2.39M 1.51%
27,520
+860
13
$2.1M 1.33%
42,081
+535
14
$2.02M 1.27%
172,884
+1,054
15
$1.87M 1.18%
14,433
+379
16
$1.2M 0.75%
14,555
+160
17
$1.11M 0.7%
3,738
18
$974K 0.62%
4,481
+107
19
$809K 0.51%
5,359
20
$766K 0.48%
4,552
21
$736K 0.47%
13,140
-3,768
22
$639K 0.4%
4,222
-3,500
23
$607K 0.38%
7,766
+126
24
$544K 0.34%
9,834
25
$542K 0.34%
8,316
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