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
$222M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$3.66M
3
+$2.04M
4
WMS icon
Advanced Drainage Systems
WMS
+$1.64M
5
FDX icon
FedEx
FDX
+$1.46M

Top Sells

1
+$4.32M
2
+$3.03M
3
+$1.61M
4
EDU icon
New Oriental
EDU
+$1.51M
5
HUM icon
Humana
HUM
+$1.46M

Sector Composition

1 Technology 14.91%
2 Financials 7.76%
3 Consumer Discretionary 7.56%
4 Healthcare 6.77%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$204K 0.09%
+1,226
127
– –
-5,201
128
– –
-5,523
129
– –
-3,110
130
– –
-10,801
131
– –
-2,265
132
– –
-1,169
133
– –
-5,347
134
– –
-2,447
135
– –
-1,856
136
– –
-2,238
137
– –
-2,402
138
– –
-1,257
2 3 4 5
6