- New Purchases: HIG, BDC, GOOGL,
- Added Positions: VOO, VOOV, VEU, BA, XLB, XLF, WYNN, WMT,
- Reduced Positions: AMZN, VEA, VWO, DIS,
- Sold Out: SFNC, WM, TSLA,
For the details of HM Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/hm+capital+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of HM Capital Management, LLC- Vanguard S&P 500 ETF (VOO) - 270,482 shares, 45.79% of the total portfolio. Shares added by 6.15%
- Vanguard S&P 500 Value ETF (VOOV) - 231,846 shares, 14.73% of the total portfolio. Shares added by 4.43%
- Vanguard Dividend Appreciation FTF (VIG) - 94,430 shares, 6.45% of the total portfolio. Shares reduced by 0.18%
- Vanguard FTSE All-World ex-US ETF (VEU) - 177,052 shares, 4.99% of the total portfolio. Shares added by 5.88%
- Amazon.com Inc (AMZN) - 1,923 shares, 2.77% of the total portfolio. Shares reduced by 8.34%
HM Capital Management, LLC initiated holding in The Hartford Financial Services Group Inc. The purchase prices were between $47.97 and $69.17, with an estimated average price of $53.96. The stock is now traded at around $66.580000. The impact to a portfolio due to this purchase was 0.12%. The holding were 3,900 shares as of 2021-03-31.
New Purchase: Belden Inc (BDC)HM Capital Management, LLC initiated holding in Belden Inc. The purchase prices were between $40.6 and $53.92, with an estimated average price of $45.46. The stock is now traded at around $44.650000. The impact to a portfolio due to this purchase was 0.1%. The holding were 4,651 shares as of 2021-03-31.
New Purchase: Alphabet Inc (GOOGL)HM Capital Management, LLC initiated holding in Alphabet Inc. The purchase prices were between $1722.88 and $2118.62, with an estimated average price of $1975.79. The stock is now traded at around $2370.670000. The impact to a portfolio due to this purchase was 0.1%. The holding were 108 shares as of 2021-03-31.
Sold Out: Simmons First National Corp (SFNC)HM Capital Management, LLC sold out a holding in Simmons First National Corp. The sale prices were between $21.65 and $32.71, with an estimated average price of $28.09.
Sold Out: Waste Management Inc (WM)HM Capital Management, LLC sold out a holding in Waste Management Inc. The sale prices were between $109.92 and $130.34, with an estimated average price of $116.82.
Sold Out: Tesla Inc (TSLA)HM Capital Management, LLC sold out a holding in Tesla Inc. The sale prices were between $563 and $883.09, with an estimated average price of $754.2.
Here is the complete portfolio of HM Capital Management, LLC. Also check out:
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