HCM

Horan Capital Management Portfolio holdings

AUM $794M
1-Year Est. Return 30.86%
This Quarter Est. Return
1 Year Est. Return
+30.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$361M
AUM Growth
+$92K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$9.15M
2
+$4.23M
3
+$2.12M
4
AXP icon
American Express
AXP
+$1.88M
5
ESRX
Express Scripts Holding Company
ESRX
+$1.64M

Top Sells

1
+$5.11M
2
+$4.46M
3
+$4.24M
4
DD
Du Pont De Nemours E I
DD
+$3.79M
5
CLX icon
Clorox
CLX
+$2.42M

Sector Composition

1 Financials 24.4%
2 Technology 16.84%
3 Industrials 15.95%
4 Consumer Staples 12.26%
5 Consumer Discretionary 10.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.39M 1.5%
105,492
+14,154
27
$5.08M 1.41%
35,095
-1,530
28
$4.36M 1.21%
48,593
-1,224
29
$4.23M 1.17%
+48,208
30
$4.1M 1.14%
36,992
+7,252
31
$3.78M 1.05%
85,201
-4,147
32
$3.53M 0.98%
42,214
-3,564
33
$3.15M 0.87%
29,829
-1,017
34
$2.86M 0.79%
55,384
-3,694
35
$2.79M 0.77%
18,823
-779
36
$2.53M 0.7%
41,171
+30,644
37
$2.52M 0.7%
22,903
+2,659
38
$2.3M 0.64%
55,624
-3,003
39
$2.29M 0.63%
45,277
+11,416
40
$2.12M 0.59%
+23,061
41
$1.9M 0.53%
26,870
-1,050
42
$1.55M 0.43%
26,422
+167
43
$1.49M 0.41%
+15,114
44
$1.45M 0.4%
+27,634
45
$1.42M 0.39%
28,887
-5,841
46
$1.34M 0.37%
16,673
+3,785
47
$1.14M 0.32%
26,433
+2,915
48
$1.04M 0.29%
16,456
+398
49
$924K 0.26%
17,123
-73
50
$841K 0.23%
11,462
-1,662
1
2
3