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
$468M
AUM Growth
+$45.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.6M
3
+$11.6M
4
ELS icon
Equity Lifestyle Properties
ELS
+$10.8M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$10.2M

Top Sells

1
+$428K
2
+$349K
3
+$249K
4
SSTK icon
Shutterstock
SSTK
+$215K
5
APA icon
APA Corp
APA
+$206K

Sector Composition

1 Financials 23.39%
2 Healthcare 16.89%
3 Consumer Discretionary 14.41%
4 Technology 12.73%
5 Real Estate 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-1,920
127
– –
0
128
– –
-2,968
129
– –
-2,100
130
– –
-3,354
2 3 4 5
6