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
$865M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$36.4M
2 +$22.6M
3 +$21M
4
DATA
Tableau Software, Inc.
DATA
+$18.7M
5
BX icon
Blackstone
BX
+$16.3M

Top Sells

1 +$12.4M

Sector Composition

1 Financials 37.93%
2 Technology 35.1%
3 Energy 13.76%
4 Real Estate 13.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$136M 15.69%
4,054,214
+500
2
$119M 13.76%
387,112
+43,494
3
$114M 13.21%
252,039
+80,300
4
$110M 12.76%
1,594,926
+270,740
5
$107M 12.42%
1,879,941
6
$93.1M 10.77%
888,220
+215,729
7
$84.9M 9.82%
2,652,707
+509,707
8
$79.1M 9.14%
860,562
-135,000
9
$21M 2.43%
+235,000