HIM

Hutchens Investment Management Portfolio holdings

AUM $106M
1-Year Est. Return 27.22%
This Quarter Est. Return
1 Year Est. Return
+27.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.08M
3
+$350K
4
CTAS icon
Cintas
CTAS
+$311K
5
CHE icon
Chemed
CHE
+$303K

Top Sells

1
+$2.93M
2
+$2.13M
3
+$2.11M
4
PM icon
Philip Morris
PM
+$1.39M
5
ADP icon
Automatic Data Processing
ADP
+$1.36M

Sector Composition

1 Technology 20.28%
2 Healthcare 15.22%
3 Financials 15.09%
4 Industrials 11.3%
5 Consumer Discretionary 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
1
Lockheed Martin
LMT
$106B
$3.24M 3.06%
10,089
-237
BA icon
2
Boeing
BA
$148B
$3.2M 3.02%
10,853
-253
JPM icon
3
JPMorgan Chase
JPM
$855B
$3.06M 2.89%
28,632
-1,525
CSCO icon
4
Cisco
CSCO
$280B
$2.95M 2.79%
77,129
-4,766
MA icon
5
Mastercard
MA
$496B
$2.85M 2.69%
18,828
-1,948
AAPL icon
6
Apple
AAPL
$3.97T
$2.84M 2.68%
67,128
+1,912
DD icon
7
DuPont de Nemours
DD
$16.7B
$2.72M 2.57%
18,905
-662
INTC icon
8
Intel
INTC
$182B
$2.72M 2.57%
58,846
-410
MMM icon
9
3M
MMM
$87.6B
$2.67M 2.53%
13,587
+494
AMZN icon
10
Amazon
AMZN
$2.61T
$2.52M 2.38%
43,100
-2,100
BRK.B icon
11
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.52M 2.38%
12,706
-494
DHR icon
12
Danaher
DHR
$148B
$2.46M 2.32%
29,843
+1,237
BX icon
13
Blackstone
BX
$114B
$2.36M 2.23%
73,621
-5,129
SYK icon
14
Stryker
SYK
$136B
$2.33M 2.2%
15,053
-5,428
MSFT icon
15
Microsoft
MSFT
$3.69T
$2.28M 2.15%
26,653
+787
META icon
16
Meta Platforms (Facebook)
META
$1.57T
$2.26M 2.14%
12,810
-560
IBM icon
17
IBM
IBM
$286B
$2.24M 2.12%
+15,272
TMO icon
18
Thermo Fisher Scientific
TMO
$215B
$2.13M 2.02%
11,238
-2,072
AMGN icon
19
Amgen
AMGN
$172B
$2.13M 2.01%
12,246
-521
FTV icon
20
Fortive
FTV
$16.3B
$2.1M 1.98%
34,610
+1,578
SBUX icon
21
Starbucks
SBUX
$97.3B
$2.08M 1.97%
36,213
+1,397
SPGI icon
22
S&P Global
SPGI
$150B
$2.08M 1.96%
+12,250
AVGO icon
23
Broadcom
AVGO
$1.65T
$2M 1.89%
77,680
-1,270
BABA icon
24
Alibaba
BABA
$397B
$1.97M 1.87%
11,449
-644
HSY icon
25
Hershey
HSY
$34.6B
$1.96M 1.85%
17,238
+711
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