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FNBOH

First National Bank of Hutchinson Portfolio holdings

AUM $182M
1-Year Est. Return 38.15%
This Fund
S&P 500
This Quarter Est. Return
+7.16%
1 Year Est. Return
+38.15%
3 Year Est. Return
+120.93%
5 Year Est. Return
+144.98%
10 Year Est. Return
+412.66%
AUM
$202M
AUM Growth
-$102M
Cap. Flow
-$117M
Cap. Flow %
-57.77%
Top 10 Hldgs %
61.33%
Holding
136
New
28
Increased
35
Reduced
61
Closed
5

Sector Composition

Rank Sector Weight
1 Technology 8.78%
2 Financials 4.24%
3 Consumer Discretionary 4.11%
4 Healthcare 3.83%
5 Communication Services 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$904B
$41.7M 20.67%
104,906
-82,872
-44% -$32.1M
IJR icon
2
iShares Core S&P Small-Cap ETF
IJR
$112B
$24.5M 12.11%
225,365
-179,071
-44% -$18.7M
IJH icon
3
iShares Core S&P Mid-Cap ETF
IJH
$128B
$15.8M 7.84%
304,245
-148,985
-33% -$7.44M
IDV icon
4
iShares International Select Dividend ETF
IDV
$8.51B
$13.1M 6.49%
416,375
-655,173
-61% -$20.4M
XLK icon
5
State Street Technology Select Sector SPDR ETF
XLK
$124B
$6.24M 3.09%
93,898
-360
-0.4% -$23.8K
AAPL icon
6
Apple
AAPL
$4.41T
$5.42M 2.68%
44,371
+169
+0.4% +$21.7K
EEMV icon
7
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.6B
$5.34M 2.65%
84,589
-107,694
-56% -$6.8M
LQD icon
8
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.7B
$4.33M 2.15%
33,303
-99,178
-75% -$13.2M
VMBS icon
9
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.6B
$3.96M 1.96%
74,295
-275,230
-79% -$14.8M
SPTS icon
10
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$6.11B
$3.4M 1.69%
111,028
-326,864
-75% -$10M
MSFT icon
11
Microsoft
MSFT
$3.66T
$3.16M 1.57%
13,413
-177
-1% -$41.1K
AMZN icon
12
Amazon
AMZN
$2.88T
$2.85M 1.41%
18,440
-1,780
-9% -$282K
XLV icon
13
State Street Health Care Select Sector SPDR ETF
XLV
$44B
$2.61M 1.29%
22,375
+165
+0.7% +$19K
GOOG icon
14
Alphabet (Google) Class C
GOOG
$4.19T
$2.46M 1.22%
23,760
-360
-1% -$35.7K
XLF icon
15
State Street Financial Select Sector SPDR ETF
XLF
$59.1B
$2.43M 1.2%
71,311
+2,835
+4% +$91.1K
XLY icon
16
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.4B
$2.4M 1.19%
28,596
+840
+3% +$69.9K
TSLA icon
17
Tesla
TSLA
$1.29T
$2.26M 1.12%
+10,140
New +$2.55M
KR icon
18
Kroger
KR
$34.3B
$2.09M 1.04%
58,082
-7,205
-11% -$246K
XLI icon
19
State Street Industrial Select Sector SPDR ETF
XLI
$34.7B
$1.77M 0.88%
18,014
+740
+4% +$67.8K
XLP icon
20
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$1.34M 0.67%
19,687
+585
+3% +$38.5K
WMT icon
21
Walmart Inc
WMT
$923B
$1.32M 0.66%
29,268
+5,673
+24% +$263K
DIS icon
22
Walt Disney
DIS
$178B
$1.07M 0.53%
5,821
+2,240
+63% +$413K
JPM icon
23
JPMorgan Chase
JPM
$971B
$998K 0.49%
6,556
+2,808
+75% +$404K
TMO icon
24
Thermo Fisher Scientific
TMO
$223B
$998K 0.49%
2,187
-509
-19% -$243K
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.09T
$932K 0.46%
3,648
+845
+30% +$205K

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First National Bank of Hutchinson's Q1 2021 Portfolio in Review

As of Q1 2021, First National Bank of Hutchinson held 136 positions worth $202M, down 34% from $304M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

First National Bank of Hutchinson withdrew a net $117M in Q1 2021, closing 5 positions and reducing 61 holdings. Its most notable exit was Schwab US TIPS ETF, an estimated $767K position sold in full.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 5.7% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, First National Bank of Hutchinson opened a new position in Tesla worth $2.26M.

  • First National Bank of Hutchinson's largest Q1 2021 buy was Tesla: 10,140 shares worth $2.26M.
  • First National Bank of Hutchinson added most to Walt Disney in Q1 2021, an estimated $413K increase.
  • First National Bank of Hutchinson's biggest Q1 2021 reduction was iShares Core S&P 500 ETF, cutting an estimated $32.1M.
  • First National Bank of Hutchinson fully exited Schwab US TIPS ETF in Q1 2021, selling an estimated $767K.
  • First National Bank of Hutchinson's ten largest holdings make up 61% of its $202M portfolio in Q1 2021.
  • First National Bank of Hutchinson opened 28 new positions and closed 5 in Q1 2021.
  • First National Bank of Hutchinson's portfolio value fell 34% quarter-over-quarter to $202M.

Based on First National Bank of Hutchinson's 13F filing for Q1 2021, filed 14 Apr 2021.