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
$479M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$7.13M
3
+$3.23M
4
NVST icon
Envista
NVST
+$3.2M
5
AOS icon
A.O. Smith
AOS
+$2.31M

Top Sells

1
+$4.65M
2
+$4.44M
3
+$3.49M
4
COLB icon
Columbia Banking Systems
COLB
+$2.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.71M

Sector Composition

1 Financials 20.59%
2 Healthcare 18.79%
3 Consumer Discretionary 13.13%
4 Technology 10.81%
5 Real Estate 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-4,025
127
– –
-19,975
128
– –
-7,037
129
– –
-14,255
2 3 4 5
6