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
DIS icon
26
Walt Disney
DIS
$199B
$1.95M 1.84%
18,146
+955
ORCL icon
27
Oracle
ORCL
$695B
$1.82M 1.73%
38,604
+1,802
AMAT icon
28
Applied Materials
AMAT
$186B
$1.8M 1.7%
35,242
-5,762
UNH icon
29
UnitedHealth
UNH
$291B
$1.79M 1.7%
8,144
+619
BKNG icon
30
Booking.com
BKNG
$158B
$1.78M 1.68%
1,025
-57
ICE icon
31
Intercontinental Exchange
ICE
$84.1B
$1.74M 1.64%
24,619
-10,169
STZ icon
32
Constellation Brands
STZ
$22.4B
$1.74M 1.64%
7,603
+378
IFF icon
33
International Flavors & Fragrances
IFF
$16.1B
$1.58M 1.5%
10,377
+1
PFF icon
34
iShares Preferred and Income Securities ETF
PFF
$14.4B
$1.57M 1.49%
41,390
+5,000
CELG
35
DELISTED
Celgene Corp
CELG
$1.52M 1.44%
14,615
-4,410
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.44T
$1.48M 1.4%
28,300
+1,820
CVX icon
37
Chevron
CVX
$306B
$1.47M 1.39%
11,724
+784
GOOGL icon
38
Alphabet (Google) Class A
GOOGL
$3.44T
$1.45M 1.37%
27,600
-5,000
ISRG icon
39
Intuitive Surgical
ISRG
$194B
$1.36M 1.29%
11,208
-9,825
SLB icon
40
SLB Ltd
SLB
$54.3B
$1.32M 1.25%
19,664
-7,589
LQD icon
41
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$1.3M 1.23%
10,725
+1,500
SHW icon
42
Sherwin-Williams
SHW
$82.7B
$1.1M 1.04%
8,040
ZTS icon
43
Zoetis
ZTS
$52.7B
$994K 0.94%
13,798
+1,798
VCSH icon
44
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$884K 0.84%
11,150
XOM icon
45
Exxon Mobil
XOM
$483B
$747K 0.71%
8,942
-10,850
EFA icon
46
iShares MSCI EAFE ETF
EFA
$68B
$671K 0.63%
9,550
+1,423
IYR icon
47
iShares US Real Estate ETF
IYR
$3.71B
$648K 0.61%
8,000
+1,500
VWO icon
48
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$596K 0.56%
13,000
VEA icon
49
Vanguard FTSE Developed Markets ETF
VEA
$178B
$583K 0.55%
13,000
T icon
50
AT&T
T
$175B
$568K 0.54%
19,364
-99
1
2
3 4