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
$116M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.3M
3
+$1.24M
4
AMGN icon
Amgen
AMGN
+$1.19M
5
SYK icon
Stryker
SYK
+$278K

Top Sells

1
+$1.82M
2
+$1.25M
3
+$1.08M
4
KMI icon
Kinder Morgan
KMI
+$878K
5
T icon
AT&T
T
+$621K

Sector Composition

1 Technology 21.38%
2 Healthcare 15.85%
3 Financials 15.41%
4 Consumer Discretionary 12.74%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.94%
29,971
27
$2.24M 1.94%
15,893
28
$2.24M 1.94%
12,853
+240
29
$2.2M 1.9%
15,565
+300
30
$2.2M 1.9%
37,696
-145
31
$2.18M 1.88%
1,165
32
$2.12M 1.83%
62,791
+204
33
$2.08M 1.8%
15,666
34
$1.93M 1.67%
18,176
-25
35
$1.93M 1.67%
36,324
36
$1.92M 1.66%
17,862
37
$1.89M 1.64%
28,762
+2
38
$1.83M 1.58%
40,320
-100
39
$1.81M 1.56%
22,402
40
$1.72M 1.49%
27,533
-998
41
$1.53M 1.33%
39,190
-750
42
$1.51M 1.31%
32,600
-600
43
$1.44M 1.25%
+12,300
44
$1.42M 1.22%
11,750
45
$1.3M 1.13%
+9,650
46
$1.22M 1.06%
11,725
47
$1.19M 1.03%
14,850
48
$1.09M 0.94%
8,398
-8,367
49
$929K 0.8%
32,621
-21,805
50
$695K 0.6%
19,915
-52,282
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