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
-$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$2.24M
2
+$2.08M
3
+$350K
4
CTAS icon
Cintas
CTAS
+$311K
5
CHE icon
Chemed
CHE
+$303K

Top Sells

1
+$2.93M
2
+$2.13M
3
+$2.11M
4
PM icon
Philip Morris
PM
+$1.39M
5
ADP icon
Automatic Data Processing
ADP
+$1.36M

Sector Composition

1 Technology 20.28%
2 Healthcare 15.22%
3 Financials 15.09%
4 Industrials 11.3%
5 Consumer Discretionary 10.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GM icon
51
General Motors
GM
$64.2B
$526K 0.5%
12,850
-300
UPS icon
52
United Parcel Service
UPS
$79.4B
$487K 0.46%
4,095
-91
TOTL icon
53
State Street DoubleLine Total Return Tactical ETF
TOTL
$3.88B
$482K 0.46%
9,925
VNQ icon
54
Vanguard Real Estate ETF
VNQ
$33.8B
$479K 0.45%
5,775
SRLN icon
55
State Street Blackstone Senior Loan ETF
SRLN
$6.88B
$464K 0.44%
9,850
SCHW icon
56
Charles Schwab
SCHW
$171B
$444K 0.42%
8,650
-57,153
VZ icon
57
Verizon
VZ
$168B
$429K 0.41%
8,121
-75
CMI icon
58
Cummins
CMI
$63.9B
$419K 0.4%
2,375
VBK icon
59
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$402K 0.38%
2,500
CBOE icon
60
Cboe Global Markets
CBOE
$26.4B
$373K 0.35%
3,000
BDX icon
61
Becton Dickinson
BDX
$50.8B
$369K 0.35%
1,768
-128
NVR icon
62
NVR
NVR
$19.7B
$350K 0.33%
+100
CHDN icon
63
Churchill Downs
CHDN
$6.73B
$349K 0.33%
9,000
ALB icon
64
Albemarle
ALB
$10.7B
$319K 0.3%
2,500
CTAS icon
65
Cintas
CTAS
$74.3B
$311K 0.29%
+8,000
AOS icon
66
A.O. Smith
AOS
$9.13B
$306K 0.29%
5,000
CHE icon
67
Chemed
CHE
$6.08B
$303K 0.29%
+1,250
AJG icon
68
Arthur J. Gallagher & Co
AJG
$63B
$300K 0.28%
+4,750
IDXX icon
69
Idexx Laboratories
IDXX
$57B
$297K 0.28%
1,900
AVY icon
70
Avery Dennison
AVY
$13.3B
$287K 0.27%
+2,500
HD icon
71
Home Depot
HD
$367B
$287K 0.27%
1,515
XYL icon
72
Xylem
XYL
$36.6B
$286K 0.27%
+4,200
MAS icon
73
Masco
MAS
$12.9B
$285K 0.27%
+6,500
DPZ icon
74
Domino's
DPZ
$13.6B
$283K 0.27%
1,500
MKSI icon
75
MKS Inc
MKSI
$10.4B
$283K 0.27%
3,000
1 2
3
4