HCM

HMS Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 21.9%
This Quarter Est. Return
1 Year Est. Return
+21.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$15.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$6.86M
2 +$5.04M
3 +$4.49M
4
AVGO icon
Broadcom
AVGO
+$1.66M
5
WRK
WestRock Company
WRK
+$1.25M

Sector Composition

1 Technology 17.74%
2 Financials 12.44%
3 Consumer Discretionary 10.94%
4 Healthcare 10.15%
5 Industrials 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-142
127
-19,031