HCM

HMI Capital Management Portfolio holdings

AUM $1.73B
1-Year Est. Return 6.38%
This Quarter Est. Return
1 Year Est. Return
+6.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$181M
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$13.5M
3
+$11.4M
4
ADSK icon
Autodesk
ADSK
+$2.46M
5
NICE icon
Nice
NICE
+$1.62M

Top Sells

1
+$10.3M
2
+$4.02M
3
+$1.14M

Sector Composition

1 Technology 49.12%
2 Financials 22.66%
3 Communication Services 18.55%
4 Real Estate 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.2M 12.85%
442,000
+257,000
2
$23.1M 12.78%
564,200
-252,800
3
$22.8M 12.61%
509,938
+36,338
4
$22.2M 12.29%
1,125,000
+576,000
5
$22.1M 12.24%
33,708
+650
6
$20.7M 11.46%
420,846
+50,000
7
$17.7M 9.8%
648,149
-147,000
8
$17.5M 9.67%
+94,500
9
$11.4M 6.32%
1,252,465
-125,000