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
$488M
AUM Growth
+$9.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$8.66M
2
+$6.25M
3
+$5.96M
4
SSD icon
Simpson Manufacturing
SSD
+$1.34M
5
LAZ icon
Lazard
LAZ
+$1.23M

Top Sells

1
+$11.1M
2
+$5.12M
3
+$4.43M
4
LKQ icon
LKQ Corp
LKQ
+$3.53M
5
THG icon
Hanover Insurance
THG
+$3.2M

Sector Composition

1 Financials 20.29%
2 Healthcare 17.16%
3 Consumer Discretionary 14.71%
4 Technology 12.48%
5 Real Estate 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.55M 1.34%
288,795
+262,935
27
$6.3M 1.29%
78,945
-3,765
28
$6.25M 1.28%
+62,381
29
$5.84M 1.2%
80,740
-19,185
30
$5.25M 1.08%
19,962
+1,210
31
$5.14M 1.05%
265,467
+44,040
32
$4.77M 0.98%
23,832
-2,760
33
$4.76M 0.98%
38,249
-1,961
34
$4.44M 0.91%
27,082
-2,020
35
$4.18M 0.86%
21,160
-825
36
$4.01M 0.82%
29,395
-1,600
37
$3.85M 0.79%
13,628
-865
38
$3.65M 0.75%
170,875
-3,860
39
$3.58M 0.73%
81,020
-4,850
40
$3.52M 0.72%
39,840
-125,227
41
$3.38M 0.69%
9,420
-175
42
$3.34M 0.69%
9,713
-2,813
43
$3.26M 0.67%
187,046
+8,275
44
$3.06M 0.63%
48,975
-875
45
$3.04M 0.62%
55,975
-2,850
46
$2.54M 0.52%
29,930
-1,225
47
$2.4M 0.49%
53,350
-21,275
48
$2.03M 0.42%
26,343
+920
49
$1.95M 0.4%
12,800
50
$1.73M 0.35%
30,565
-2,275
1
2
3 4 5