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
51
$260K 0.08%
+15,300
52
$251K 0.07%
+2,101
53
$248K 0.07%
+28,000
54
$237K 0.07%
+1,100
55
$226K 0.07%
+31,351
56
$225K 0.06%
+9,395
57
$202K 0.06%
+5,550
58
$202K 0.06%
+20,409
59
$201K 0.06%
+1,200
60
$186K 0.05%
+392,416
61
$150K 0.04%
+24,762
1 2
3