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
$407M
AUM Growth
-$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$7.65M
3 +$6.37M
4
AOS icon
A.O. Smith
AOS
+$6.25M
5
GNRC icon
Generac Holdings
GNRC
+$3.58M

Top Sells

1 +$12.3M
2 +$6.73M
3 +$6.08M
4
ADBE icon
Adobe
ADBE
+$5.06M
5
CHKP icon
Check Point Software Technologies
CHKP
+$3.7M

Sector Composition

1 Financials 21.73%
2 Healthcare 17.91%
3 Consumer Discretionary 15.26%
4 Real Estate 11.66%
5 Technology 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,600