HMP

HS Management Partners Portfolio holdings

AUM $469M
1-Year Est. Return 7.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.14B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$136M
2 +$124M
3 +$99.2M
4
MCD icon
McDonald's
MCD
+$59.6M
5
AXP icon
American Express
AXP
+$58.5M

Top Sells

1 +$160M
2 +$118M
3 +$111M
4
SCHW icon
Charles Schwab
SCHW
+$101M
5
SHW icon
Sherwin-Williams
SHW
+$69.5M

Sector Composition

1 Consumer Discretionary 48.58%
2 Communication Services 25.12%
3 Consumer Staples 15.78%
4 Financials 5.89%
5 Technology 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,412,696