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
$636M
AUM Growth
+$9.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$858K
3 +$457K

Top Sells

1 +$28.8M
2 +$20.7M
3 +$8.73M
4
NICE icon
Nice
NICE
+$8.63M

Sector Composition

1 Financials 38.63%
2 Technology 33.46%
3 Energy 18.21%
4 Real Estate 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$116M 18.21%
340,954
+39,206
2
$108M 16.92%
4,068,714
-330,000
3
$86.6M 13.62%
1,414,186
-338,100
4
$79.8M 12.55%
1,879,941
5
$65.9M 10.37%
837,562
-109,591
6
$61.7M 9.7%
143,739
+2,000
7
$60.2M 9.47%
597,491
-286,075
8
$58.3M 9.17%
1,748,700
+13,700