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
$104M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.12M
3
+$2.09M
4
GM icon
General Motors
GM
+$1.98M
5
DD icon
DuPont de Nemours
DD
+$1.97M

Top Sells

1
+$2.83M
2
+$2.12M
3
+$2.03M
4
STZ icon
Constellation Brands
STZ
+$1.73M
5
BFH icon
Bread Financial
BFH
+$1.22M

Sector Composition

1 Healthcare 16.8%
2 Technology 14.53%
3 Consumer Discretionary 13.02%
4 Communication Services 12.21%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.9%
+19,690
27
$1.92M 1.84%
35,548
-178
28
$1.9M 1.82%
25,830
-5,040
29
$1.88M 1.81%
33,750
-21
30
$1.86M 1.79%
53,840
-5,740
31
$1.84M 1.77%
33,335
-149
32
$1.82M 1.75%
18,603
-1,400
33
$1.8M 1.73%
19,426
+4,326
34
$1.78M 1.71%
13,915
+265
35
$1.75M 1.68%
+14,580
36
$1.69M 1.62%
46,051
+10,551
37
$1.61M 1.55%
40,450
+2,000
38
$1.58M 1.52%
16,525
+250
39
$1.58M 1.51%
51,000
+15,650
40
$1.49M 1.43%
1,194
-399
41
$1.48M 1.42%
45,197
+4,420
42
$1.43M 1.37%
17,775
+200
43
$1.37M 1.32%
38,960
-1,240
44
$1.11M 1.07%
3,185
+2,300
45
$1.09M 1.05%
15,252
-449
46
$1.06M 1.02%
104,981
+8,398
47
$1.05M 1.01%
8,540
+1,200
48
$900K 0.86%
19,275
-5,025
49
$879K 0.84%
6,004
+3,648
50
$766K 0.74%
13,740
-50
1
2
3