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
$531M
AUM Growth
+$70.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$37.4M
2 +$23.7M
3 +$10.2M
4
NICE icon
Nice
NICE
+$2.13M
5
SMC
Summit Midstream
SMC
+$1.83M

Top Sells

1 +$14.4M
2 +$3.79M

Sector Composition

1 Financials 34.4%
2 Technology 29.07%
3 Energy 18.85%
4 Real Estate 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$100M 18.85%
291,767
+5,334
2
$82.8M 15.61%
5,466,293
+670,093
3
$67.4M 12.7%
1,244,185
-70,000
4
$62.6M 11.8%
2,779,941
5
$51.9M 9.77%
133,739
6
$49.5M 9.33%
774,862
+33,319
7
$41.9M 7.91%
1,042,400
8
$37.4M 7.05%
+765,000
9
$37.1M 6.98%
1,510,000
+965,000
10
-435,000