HIM
Hotaling Investment Management Portfolio holdings
AUM
$221M
1-Year Est. Return
12.77%
1 Year Est. Return
-12.77%
AUM
$221M
AUM Growth
+$12.7M
(+6.1%)
Holding
129
Top Buys
| 1 | +$2.54M | |
| 2 | +$1.9M | |
| 3 | +$1.67M | |
| 4 |
Agilent Technologies
A
|
+$1.59M |
| 5 |
Regeneron Pharmaceuticals
REGN
|
+$1.11M |
Top Sells
| 1 | +$2.01M | |
| 2 | +$1.8M | |
| 3 | +$1.75M | |
| 4 |
Adobe
ADBE
|
+$1.53M |
| 5 |
Apple
AAPL
|
+$1.38M |
Sector Composition
| 1 | Technology | 19.49% |
| 2 | Healthcare | 18.66% |
| 3 | Financials | 14.36% |
| 4 | Industrials | 12.15% |
| 5 | Consumer Discretionary | 9.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
M&T Bank
MTB
$28.1B
| – | – |
-10,216
|
|
||
127
Palo Alto Networks
PANW
$148B
| – | – |
-21,414
|
|
||
128
Zebra Technologies
ZBRA
$13.7B
| – | – |
-5,234
|
|
||
129
Zoetis
ZTS
$64B
| – | – |
-13,538
|
|