Hilton Small and Mid Cap Opportunities’ bare-bones team and unstructured process limit its appeal. This strategy includes separately managed account and exchange-traded fund vehicles.
Hilton Small-Midcap Opportunity ETF SMCO
Morningstar’s Analysis SMCO
Will SMCO outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.8
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Dycom Industries Inc | 2.76 | 4M | Industrials |
Clean Harbors Inc | 2.64 | 4M | Industrials |
Cullen/Frost Bankers Inc | 2.63 | 4M | Financial Services |
nVent Electric PLC | 2.62 | 4M | Industrials |
MKS Inc | 2.55 | 4M | Technology |
West Pharmaceutical Services Inc | 2.42 | 3M | Healthcare |
HealthEquity Inc | 2.34 | 3M | Healthcare |
Teledyne Technologies Inc | 2.33 | 3M | Technology |
Idacorp Inc | 2.32 | 3M | Utilities |
Primo Brands Corp Ordinary Shares - Class A | 2.15 | 3M | Consumer Defensive |