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
$171M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$14.5M
2 +$6.79M
3 +$5.01M
4
TREE icon
LendingTree
TREE
+$3.89M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.34M

Top Sells

1 +$4.17M
2 +$3.9M
3 +$3.33M
4
PYPL icon
PayPal
PYPL
+$3.25M
5
IGHG icon
ProShares Investment Grade-Interest Rate Hedged
IGHG
+$2.34M

Sector Composition

1 Technology 17.23%
2 Financials 9.95%
3 Consumer Discretionary 9.33%
4 Healthcare 8.15%
5 Consumer Staples 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-12,230