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
51
$1.63M 0.33%
80,195
-6,400
52
$1.35M 0.28%
20,730
+6,800
53
$1.34M 0.27%
+6,530
54
$1.33M 0.27%
9,775
-23,506
55
$1.23M 0.25%
+29,345
56
$1.21M 0.25%
18,050
+6,275
57
$1.2M 0.25%
+10,850
58
$1.18M 0.24%
31,338
-2,025
59
$1.15M 0.24%
30,695
-1,175
60
$1.09M 0.22%
29,500
-6,500
61
$1.07M 0.22%
+12,470
62
$954K 0.2%
26,425
+9,750
63
$951K 0.19%
+12,025
64
$951K 0.19%
58,575
+21,225
65
$946K 0.19%
+7,925
66
$942K 0.19%
+4,923
67
$919K 0.19%
13,600
+2,425
68
$917K 0.19%
16,025
+2,325
69
$907K 0.19%
+7,300
70
$902K 0.18%
+5,261
71
$891K 0.18%
47,182
+1,600
72
$858K 0.18%
+2,040
73
$804K 0.16%
+6,175
74
$788K 0.16%
+1,975
75
$774K 0.16%
+3,195
1 2
3
4 5