HIM
Hutchens Investment Management Portfolio holdings
AUM
$106M
This Quarter Return
+7.28%
1 Year Return
+27.22%
3 Year Return
+56.75%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+17%)
Cap. Flow
+$9.98M
Cap. Flow
% of AUM
8.89%
Top 10 Holdings %
Top 10 Hldgs %
25.24%
Holding
66
New
14
Increased
12
Reduced
33
Closed
2
Top Buys
| 1 |
Stryker
SYK
|
$2.9M |
| 2 |
Intuitive Surgical
ISRG
|
$1.89M |
| 3 |
American International
AIG
|
$1.78M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$1.55M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.39M |
Top Sells
| 1 |
Medtronic
MDT
|
$2.43M |
| 2 |
Nike
NKE
|
$1.68M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.45M |
| 4 |
AT&T
T
|
$679K |
| 5 |
Verizon
VZ
|
$590K |
Sector Composition
| 1 | Technology | 20.68% |
| 2 | Financials | 14.93% |
| 3 | Healthcare | 13.89% |
| 4 | Consumer Discretionary | 13.6% |
| 5 | Industrials | 9.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
McDonald's
MCD
$225B
| $2.16M | 1.92% |
16,660
-395
| -2% | -$51.2K |
|
27
Thermo Fisher Scientific
TMO
$184B
| $2.15M | 1.92% |
14,010
| – | – |
|
28
Boeing
BA
$179B
| $2.13M | 1.9% |
12,060
-24
| -0.2% | -$4.24K |
|
29
Booking.com
BKNG
$178B
| $2.07M | 1.85% |
1,165
-36
| -3% | -$64.1K |
|
30
Walt Disney
DIS
$213B
| $2.06M | 1.84% |
18,201
-415
| -2% | -$47K |
|
31
3M
MMM
$82.2B
| $2.02M | 1.8% |
10,546
-65
| -0.6% | -$12.4K |
|
32
Adobe
ADBE
$147B
| $1.99M | 1.77% |
15,265
-2,635
| -15% | -$343K |
|
33
Hershey
HSY
$37.7B
| $1.95M | 1.74% |
17,862
-765
| -4% | -$83.6K |
|
|
34
Intuitive Surgical
ISRG
$168B
| $1.89M | 1.68% |
+2,460
| New | +$1.89M |
|
35
Exxon Mobil
XOM
$489B
| $1.84M | 1.64% |
22,402
-565
| -2% | -$46.3K |
|
36
Fortive
FTV
$16B
| $1.83M | 1.63% |
30,397
+17,331
| +133% | +$1.04M |
|
37
Intuit
INTU
$185B
| $1.82M | 1.62% |
15,666
+81
| +0.5% | +$9.4K |
|
|
38
American International
AIG
$44.9B
| $1.78M | 1.59% |
+28,531
| New | +$1.78M |
|
39
Alibaba
BABA
$330B
| $1.71M | 1.53% |
15,893
-55
| -0.3% | -$5.93K |
|
|
40
AT&T
T
$208B
| $1.71M | 1.52% |
41,107
-16,330
| -28% | -$679K |
|
41
Alphabet (Google) Class C
GOOG
$2.56T
| $1.68M | 1.49% |
2,021
-18
| -0.9% | -$14.9K |
|
|
42
iShares Preferred and Income Securities ETF
PFF
$14.4B
| $1.55M | 1.38% |
+39,940
| New | +$1.55M |
|
|
43
Alphabet (Google) Class A
GOOGL
$2.56T
| $1.41M | 1.25% |
1,660
-126
| -7% | -$107K |
|
|
44
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.3B
| $1.39M | 1.23% |
+11,750
| New | +$1.39M |
|
45
Applied Materials
AMAT
$126B
| $1.29M | 1.15% |
+33,201
| New | +$1.29M |
|
46
Chevron
CVX
$326B
| $1.26M | 1.12% |
11,725
+985
| +9% | +$106K |
|
47
APA Corp
APA
$8.53B
| $1.25M | 1.11% |
24,251
-564
| -2% | -$29K |
|
48
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
| $1.18M | 1.05% |
+14,850
| New | +$1.18M |
|
49
Amgen
AMGN
$154B
| $1.07M | 0.96% |
+6,550
| New | +$1.07M |
|
|
50
Verizon
VZ
$185B
| $980K | 0.87% |
20,104
-12,095
| -38% | -$590K |
|