HCM

HMI Capital Management Portfolio holdings

AUM $1.76B
1-Year Est. Return 22.21%
This Quarter Est. Return
1 Year Est. Return
+22.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$22M
2
+$20.2M
3
+$19.5M
4
ADSK icon
Autodesk
ADSK
+$8.76M
5
EQIX icon
Equinix
EQIX
+$6.79M

Top Sells

1
+$9.71M
2
+$7.98M
3
+$1.29M

Sector Composition

1 Technology 35.16%
2 Financials 32.92%
3 Real Estate 16.39%
4 Communication Services 8.07%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.8M 25.2%
1,415,941
+473,000
2
$42.8M 16.39%
168,598
+26,723
3
$40.6M 15.55%
638,538
+57,000
4
$37.2M 14.26%
743,846
+175,000
5
$21.1M 8.07%
163,847
-62,000
6
$20.2M 7.72%
+910,000
7
$19.5M 7.46%
+39,333
8
$14M 5.35%
346,800
-241,000
9
– –
-64,248