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
$490M
AUM Growth
-$71.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$13M
3
+$9M
4
ADI icon
Analog Devices
ADI
+$7.92M
5
PII icon
Polaris
PII
+$4.85M

Top Sells

1
+$22.7M
2
+$12.6M
3
+$12.2M
4
SCHW icon
Charles Schwab
SCHW
+$10.7M
5
LAMR icon
Lamar Advertising Co
LAMR
+$10M

Sector Composition

1 Financials 23.48%
2 Healthcare 20.89%
3 Real Estate 17.05%
4 Consumer Discretionary 13.72%
5 Technology 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
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