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
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.52M
3
+$1.51M
4
INTU icon
Intuit
INTU
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.38M

Top Sells

1
+$2.58M
2
+$2.24M
3
+$1.9M
4
MAS icon
Masco
MAS
+$1.58M
5
ALGN icon
Align Technology
ALGN
+$1.43M

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 13.9%
3 Healthcare 13.77%
4 Financials 12.02%
5 Communication Services 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.83%
15,140
+1,225
27
$1.89M 1.78%
18,100
+14,550
28
$1.82M 1.71%
16,775
+250
29
$1.8M 1.69%
18,827
-4,900
30
$1.79M 1.68%
12,133
+6,129
31
$1.76M 1.66%
33,436
+101
32
$1.76M 1.65%
1,194
33
$1.75M 1.65%
33,650
-100
34
$1.75M 1.64%
46,051
35
$1.73M 1.63%
18,603
36
$1.7M 1.6%
43,160
+2,710
37
$1.7M 1.6%
36,048
+500
38
$1.57M 1.48%
40,540
-13,300
39
$1.57M 1.48%
+11,945
40
$1.53M 1.44%
38,160
-800
41
$1.53M 1.44%
12,400
+3,860
42
$1.51M 1.42%
+10,775
43
$1.39M 1.31%
+12,650
44
$1.38M 1.3%
36,547
-8,650
45
$1.38M 1.29%
+15,925
46
$1.29M 1.21%
+18,075
47
$1.29M 1.21%
15,252
48
$958K 0.9%
20,275
+1,000
49
$753K 0.71%
12,740
-1,000
50
$739K 0.7%
14,725
+3,100
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