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
76
$769K 0.16%
+6,100
77
$766K 0.16%
13,400
-77,500
78
$700K 0.14%
14,603
+3,485
79
$672K 0.14%
+12,525
80
$668K 0.14%
+6,400
81
$665K 0.14%
+3,675
82
$645K 0.13%
+6,775
83
$633K 0.13%
18,525
+2,850
84
$617K 0.13%
13,400
+2,925
85
$607K 0.12%
+65,165
86
$599K 0.12%
20,300
+3,900
87
$597K 0.12%
44,775
+5,050
88
$565K 0.12%
55,200
-800
89
$539K 0.11%
26,950
+9,325
90
$534K 0.11%
38,600
+13,325
91
$530K 0.11%
32,862
+11,475
92
$480K 0.1%
12,250
+975
93
$474K 0.1%
+2,430
94
$435K 0.09%
+2,990
95
$430K 0.09%
+6,825
96
$416K 0.09%
29,875
+10,325
97
$365K 0.07%
+9,575
98
$363K 0.07%
+3,850
99
$292K 0.06%
+5,800
100
$254K 0.05%
11,163
1 2 3
4
5