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
$219M
AUM Growth
-$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1 +$6.48M
2 +$5.86M
3 +$4.29M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.65M
5
IAU icon
iShares Gold Trust
IAU
+$2.44M

Top Sells

1 +$6.35M
2 +$4.67M
3 +$4.18M
4
AMLP icon
Alerian MLP ETF
AMLP
+$2.88M
5
PYPL icon
PayPal
PYPL
+$2.17M

Sector Composition

1 Technology 12.7%
2 Financials 8.28%
3 Industrials 6.58%
4 Consumer Discretionary 5.99%
5 Healthcare 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-1,819
127
-11,533
128
-635
129
-4,264
130
-4,268
131
-5,974