HPCM

Hunter Perkins Capital Management Portfolio holdings

AUM $450M
1-Year Est. Return 7.3%
This Quarter Est. Return
1 Year Est. Return
+7.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$347M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$39.5M
2
+$22.2M
3
+$22M
4
AAPL icon
Apple
AAPL
+$18.1M
5
CB
CHUBB CORPORATION
CB
+$18M

Top Sells

No sells this quarter

Sector Composition

1 Financials 25.06%
2 Real Estate 23.87%
3 Healthcare 17.84%
4 Technology 10.6%
5 Consumer Discretionary 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.29M 0.95%
+217,450
27
$3.1M 0.89%
+45,475
28
$2.78M 0.8%
+40,000
29
$2.02M 0.58%
+28,650
30
$1.81M 0.52%
+5,000
31
$1.77M 0.51%
+9,800
32
$1.21M 0.35%
+4,000
33
$1.15M 0.33%
+3,700
34
$1.1M 0.32%
+15,000
35
$1.1M 0.32%
+18,800
36
$990K 0.29%
+14,000
37
$837K 0.24%
+36,000
38
$753K 0.22%
+10,620
39
$729K 0.21%
+89,500
40
$551K 0.16%
+12,500
41
$545K 0.16%
+8,669
42
$537K 0.15%
+2,640
43
$496K 0.14%
+10,660
44
$492K 0.14%
+11,600
45
$483K 0.14%
+10,000
46
$436K 0.13%
+3,555
47
$358K 0.1%
+15,000
48
$352K 0.1%
+18,000
49
$314K 0.09%
+3,950
50
$292K 0.08%
+20,000
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