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
$319M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$34.6M
2 +$29.6M
3 +$19.2M
4
LPLA icon
LPL Financial
LPLA
+$17.1M
5
NICE icon
Nice
NICE
+$11.2M

Top Sells

1 +$21.1M
2 +$14M

Sector Composition

1 Financials 37.2%
2 Technology 31.11%
3 Real Estate 17.59%
4 Energy 14.1%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$73.4M 23.01%
1,845,941
+430,000
2
$56.1M 17.59%
205,273
+36,675
3
$52.1M 16.32%
1,179,284
+435,438
4
$47.2M 14.79%
837,351
+198,813
5
$45.3M 14.19%
2,634,200
+1,724,200
6
$45M 14.1%
170,059
+130,726
7
-346,800
8
-163,847