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
$104M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.12M
3
+$2.09M
4
GM icon
General Motors
GM
+$1.98M
5
DD icon
DuPont de Nemours
DD
+$1.97M

Top Sells

1
+$2.83M
2
+$2.12M
3
+$2.03M
4
STZ icon
Constellation Brands
STZ
+$1.73M
5
BFH icon
Bread Financial
BFH
+$1.22M

Sector Composition

1 Healthcare 16.8%
2 Technology 14.53%
3 Consumer Discretionary 13.02%
4 Communication Services 12.21%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$745K 0.72%
9,050
52
$580K 0.56%
11,625
+1,000
53
$512K 0.49%
5,775
54
$505K 0.48%
4,000
55
$350K 0.34%
3,550
-50
56
$342K 0.33%
3,050
57
$310K 0.3%
2,560
58
$309K 0.3%
2,500
-500
59
$247K 0.24%
7,000
60
$246K 0.24%
7,000
61
$243K 0.23%
19,408
-150
62
$228K 0.22%
+4,600
63
– –
-6,954
64
– –
-38,700
65
– –
-111,150
66
– –
-54,873
67
– –
-11,452
68
– –
-36,312
1 2
3