HPCM
Hunter Perkins Capital Management Portfolio holdings
AUM
$424M
1-Year Est. Return
18.79%
This Fund
S&P 500
1 Year Est. Return
+18.79%
AUM
$424M
AUM Growth
-$7.17M
(-1.7%)
Holding
154
Top Buys
| 1 | +$3.5M | |
| 2 | +$2.97M | |
| 3 | +$2.86M | |
| 4 |
Microsoft
MSFT
|
+$2.74M |
| 5 |
Factset
FDS
|
+$2.68M |
Top Sells
| 1 | +$6.25M | |
| 2 | +$4.97M | |
| 3 | +$4.79M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$4.53M |
| 5 |
Casey's General Stores
CASY
|
+$4.38M |
Sector Composition
| 1 | Financials | 24.3% |
| 2 | Healthcare | 20.14% |
| 3 | Technology | 11.53% |
| 4 | Real Estate | 8.1% |
| 5 | Consumer Discretionary | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
State Street SPDR S&P 500 ETF Trust
SPY
$782B
| – | – |
0
|
|
||
152
Sun Communities
SUI
$15.2B
| – | – |
-39,777
|
|
||
153
TriNet
TNET
$2.1B
| – | – |
-12,595
|
|
||
154
Webster Financial
WBS
$11.8B
| – | – |
-99,379
|
|