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
$429M
AUM Growth
-$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$5.38M
2
+$4.79M
3
+$1.89M
4
TSM icon
TSMC
TSM
+$1.81M
5
WBS icon
Webster Financial
WBS
+$1.46M

Top Sells

1
+$7.36M
2
+$6.13M
3
+$4.97M
4
HIG icon
Hartford Financial Services
HIG
+$4.43M
5
GPK icon
Graphic Packaging
GPK
+$4.04M

Sector Composition

1 Financials 26%
2 Healthcare 17.71%
3 Consumer Discretionary 13.69%
4 Technology 11.2%
5 Real Estate 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.44%
+16,897
52
$1.85M 0.43%
18,475
-3,500
53
$1.66M 0.39%
15,690
54
$1.64M 0.38%
87,620
55
$1.58M 0.37%
20,070
56
$1.51M 0.35%
29,485
57
$1.45M 0.34%
33,560
+2,240
58
$1.37M 0.32%
5,650
-213
59
$1.32M 0.31%
16,469
+182
60
$1.21M 0.28%
13,739
+1,142
61
$1.2M 0.28%
+2,140
62
$1.2M 0.28%
22,785
+3,115
63
$1.15M 0.27%
7,340
+490
64
$1.14M 0.26%
5,111
65
$1.13M 0.26%
2,183
-295
66
$1.13M 0.26%
32,910
67
$1.11M 0.26%
9,525
-2,140
68
$1.1M 0.26%
63,410
+40,195
69
$1.1M 0.26%
27,832
-1,133
70
$1.07M 0.25%
9,560
71
$1.02M 0.24%
24,125
-12,245
72
$909K 0.21%
4,620
+95
73
$873K 0.2%
27,970
+6,320
74
$868K 0.2%
29,500
75
$867K 0.2%
52,100
-2,950
1 2
3
4 5