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
$626M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M

Top Sells

1 +$35.8M
2 +$26.2M
3 +$9.88M
4
ADSK icon
Autodesk
ADSK
+$5.59M
5
NICE icon
Nice
NICE
+$2.9M

Sector Composition

1 Financials 37.26%
2 Technology 36.34%
3 Energy 17.34%
4 Real Estate 9.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$109M 17.34%
301,748
+3,114
2
$107M 17.08%
4,398,714
-21,500
3
$86.8M 13.86%
1,752,286
-199,375
4
$76.4M 12.2%
883,566
-64,619
5
$74.9M 11.95%
1,879,941
-900,000
6
$64.4M 10.28%
947,153
-42,709
7
$56.7M 9.06%
141,739
8
$51.5M 8.23%
1,735,000
9
-478,400