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
$191M
AUM Growth
-$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Sells

1 +$9.61M
2 +$5.36M
3 +$1.89M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.68M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.43M

Sector Composition

1 Technology 15.26%
2 Healthcare 7.73%
3 Consumer Discretionary 7.69%
4 Financials 7.1%
5 Industrials 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,100
127
-1,200