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
$110M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.44M
3
+$959K
4
ZTS icon
Zoetis
ZTS
+$765K
5
ALB icon
Albemarle
ALB
+$340K

Top Sells

1
+$2.55M
2
+$2.17M
3
+$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.62M
5
ADP icon
Automatic Data Processing
ADP
+$1.3M

Sector Composition

1 Technology 21.35%
2 Healthcare 17.13%
3 Financials 14.92%
4 Industrials 9.32%
5 Consumer Discretionary 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKNG icon
26
Booking.com
BKNG
$159B
$1.98M 1.8%
1,082
-83
FTV icon
27
Fortive
FTV
$16.3B
$1.96M 1.77%
33,032
-3,292
MSFT icon
28
Microsoft
MSFT
$3.69T
$1.93M 1.75%
25,866
-21,730
AVGO icon
29
Broadcom
AVGO
$1.65T
$1.91M 1.74%
78,950
-33,550
SLB icon
30
SLB Ltd
SLB
$54.8B
$1.9M 1.72%
27,253
-1,509
SBUX icon
31
Starbucks
SBUX
$97.3B
$1.87M 1.7%
34,816
-2,880
HSY icon
32
Hershey
HSY
$34.6B
$1.8M 1.64%
16,527
-1,335
ORCL icon
33
Oracle
ORCL
$682B
$1.78M 1.61%
+36,802
DIS icon
34
Walt Disney
DIS
$199B
$1.69M 1.54%
17,191
-985
XOM icon
35
Exxon Mobil
XOM
$494B
$1.62M 1.47%
19,792
-2,610
GOOGL icon
36
Alphabet (Google) Class A
GOOGL
$3.36T
$1.59M 1.44%
32,600
IFF icon
37
International Flavors & Fragrances
IFF
$15.9B
$1.48M 1.34%
10,376
+726
UNH icon
38
UnitedHealth
UNH
$294B
$1.47M 1.34%
7,525
-5,720
ADP icon
39
Automatic Data Processing
ADP
$103B
$1.47M 1.33%
13,419
-11,889
STZ icon
40
Constellation Brands
STZ
$22.3B
$1.44M 1.31%
+7,225
PFF icon
41
iShares Preferred and Income Securities ETF
PFF
$14.4B
$1.41M 1.28%
36,390
-2,800
PM icon
42
Philip Morris
PM
$239B
$1.39M 1.26%
12,477
+177
CVX icon
43
Chevron
CVX
$310B
$1.28M 1.17%
10,940
-785
GOOG icon
44
Alphabet (Google) Class C
GOOG
$3.38T
$1.27M 1.15%
26,480
-13,840
LQD icon
45
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$1.12M 1.01%
9,225
-2,525
SHW icon
46
Sherwin-Williams
SHW
$84.3B
$959K 0.87%
+8,040
VCSH icon
47
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$893K 0.81%
11,150
-3,700
ZTS icon
48
Zoetis
ZTS
$53B
$765K 0.69%
+12,000
T icon
49
AT&T
T
$176B
$575K 0.52%
19,463
-13,158
VWO icon
50
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$566K 0.51%
13,000
+1,000
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