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
$468M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$11.6M
4
ELS icon
Equity Lifestyle Properties
ELS
+$10.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M

Top Sells

1
+$428K
2
+$349K
3
+$249K
4
SSTK icon
Shutterstock
SSTK
+$215K
5
APA icon
APA Corp
APA
+$206K

Sector Composition

1 Financials 23.39%
2 Healthcare 16.89%
3 Consumer Discretionary 14.41%
4 Technology 12.73%
5 Real Estate 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.36M 1.14%
132,895
+83,710
27
$4.61M 0.98%
32,185
+15,555
28
$4.4M 0.94%
187,000
+93,500
29
$4.17M 0.89%
245,520
+108,650
30
$3.79M 0.81%
441,974
+113,275
31
$3.79M 0.81%
440,005
+218,251
32
$3.59M 0.77%
34,782
+24,661
33
$3.51M 0.75%
16,295
+11,800
34
$3.35M 0.71%
529,394
+164,599
35
$3.27M 0.7%
+209,550
36
$3.23M 0.69%
257,761
+128,251
37
$2.8M 0.6%
+10,520
38
$2.75M 0.59%
134,390
+63,215
39
$2.61M 0.56%
5,000
40
$2.33M 0.5%
80,000
+40,000
41
$2.31M 0.49%
41,395
+20,145
42
$2.27M 0.48%
70,186
+39,073
43
$2.24M 0.48%
273,686
+140,210
44
$2.23M 0.48%
74,450
+33,840
45
$2.15M 0.46%
4,000
46
$2.11M 0.45%
63,179
+56,254
47
$2.08M 0.44%
+9,270
48
$1.97M 0.42%
193,243
+97,199
49
$1.94M 0.41%
6,350
-95
50
$1.91M 0.41%
286,425
+167,425
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