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
$405M
AUM Growth
+$85.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$22.8M
3 +$9.75M
4
NICE icon
Nice
NICE
+$8.08M
5
LPLA icon
LPL Financial
LPLA
+$7.46M

Top Sells

1 +$15.8M

Sector Composition

1 Financials 36.79%
2 Technology 27.68%
3 Energy 17.79%
4 Real Estate 17.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$86.2M 21.29%
2,020,941
+175,000
2
$72M 17.79%
256,433
+86,374
3
$71.8M 17.74%
237,503
+32,230
4
$62.8M 15.51%
4,136,200
+1,502,000
5
$56.1M 13.85%
978,351
+141,000
6
$56M 13.83%
919,185
-260,099