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
51
$1.8M 0.38%
9,664
+4,585
52
$1.75M 0.37%
59,923
+23,748
53
$1.75M 0.37%
58,472
+29,016
54
$1.69M 0.36%
44,225
+13,910
55
$1.67M 0.36%
187,480
+92,460
56
$1.67M 0.36%
39,001
+16,778
57
$1.65M 0.35%
27,600
+13,600
58
$1.6M 0.34%
+15,795
59
$1.59M 0.34%
19,800
+12,300
60
$1.57M 0.34%
+108,775
61
$1.55M 0.33%
37,230
+18,355
62
$1.53M 0.33%
60,090
+41,671
63
$1.52M 0.32%
94,019
+48,207
64
$1.42M 0.3%
28,695
+12,270
65
$1.35M 0.29%
80,385
+39,915
66
$1.23M 0.26%
72,000
+36,000
67
$1.21M 0.26%
21,788
+8,720
68
$1.16M 0.25%
32,870
+11,170
69
$1.11M 0.24%
5,741
-1,800
70
$1.09M 0.23%
+10,000
71
$1.08M 0.23%
30,000
+15,000
72
$1.07M 0.23%
2,404
73
$996K 0.21%
26,899
+11,725
74
$953K 0.2%
20,477
+8,175
75
$907K 0.19%
5,920
+120
1 2
3
4 5