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
101
$227K 0.05%
26,640
102
$155K 0.03%
16,351
103
$116K 0.02%
11,033
+843
104
$84K 0.02%
23,000
105
$67K 0.01%
600
-428
106
$38K 0.01%
19,241
107
– –
-4,000
108
– –
-15,000
109
– –
-10,000
110
– –
-5,000
111
– –
-40,000
112
– –
-10,000
113
– –
-10,000
114
– –
-15,000
115
– –
-19,800
1 2 3 4
5