HC

HM Capital Management, LLC

13F
HM Capital Management, LLC
Last update 2022-11-07 56 Stocks (2 new)
Value $167.00 Mil Turnover 2 %
Countries:
Top Holdings: VOO(40.69%)VOOV(6.91%)VEU(5.41%)ADP(4.35%)MSFT(4.27%)
Summary Stock Picks Current Portfolio
HM Capital Management, LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
207,051
67,975.0
+1.80%
40.690
+0.72%
0.030
+17.21%
+7.08%
654,655.2
 
VOOV
Vanguard S&P 500 Value ETF
93,050
11,551.0
+1.87%
6.910
+0.13%
0.440
+11.51%
+4.59%
5,289.1
 
VEU
Vanguard FTSE All-World ex-US ETF
203,606
9,032.0
+6.21%
5.410
+0.32%
0.030
+15.29%
+18.04%
43,828.6
 
ADP
Automatic Data Processing Inc
32,097
7,260.0
0%
4.350
0%
0.010
+1.54%
+4.46%
122,852.5
Software
MSFT
Microsoft Corp
30,603
7,127.0
+0.22%
4.270
+0.01%
0.000
+29.81%
+19.87%
3,740,948.0
Software
SPXU
ProShares UltraPro Short S&P 500 ETF -3x Shares
ProShares UltraPro Short S&P 500 ETF -3x Shares
60,637
6,797.0
-50.00%
4.070
-3.42%
0.460
-37.47%
-25.57%
504.4
 
JNJ
Johnson & Johnson
32,085
5,241.0
+0.32%
3.140
+0.01%
0.000
+4.29%
+10.30%
377,512.9
Drug Manufacturers
UNH
UnitedHealth Group Inc
7,112
3,592.0
+0.45%
2.150
+0.01%
0.000
-48.91%
-39.20%
275,861.4
Healthcare Plans
VIG
Vanguard Dividend Appreciation FTF
25,596
3,460.0
0%
2.070
0%
0.010
+11.94%
+6.12%
88,455.6
 
WMT
Walmart Inc
70,884
3,065.0
+0.13%
1.830
0%
0.000
+1.97%
+5.02%
753,351.5
Retail - Defensive

HM Capital Management, LLC's Historical Top Holdings Breakdowns

HM Capital Management, LLC Total Holding History ($B)

To

HM Capital Management, LLC's Asset Allocation

To

HM Capital Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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HM Capital Management, LLC's Hypothetical Growth since 2022-09-30

HM Capital Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

HM Capital Management, LLC's Holdings Heat Map

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HM Capital Management, LLC's Holdings Bubble Chart

HM Capital Management, LLC News

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