HIM
Hutchens Investment Management Portfolio holdings
AUM
$106M
This Quarter Return
+2%
1 Year Return
+27.22%
3 Year Return
+56.75%
5 Year Return
–
10 Year Return
–
AUM
$106M
AUM Growth
+$106M
(+2%)
Cap. Flow
+$691K
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
27.41%
Holding
68
New
6
Increased
21
Reduced
11
Closed
7
Top Buys
| 1 |
Boeing
BA
|
$1.57M |
| 2 |
CELG
Celgene Corp
CELG
|
$1.52M |
| 3 |
UnitedHealth
UNH
|
$1.51M |
| 4 |
Intuit
INTU
|
$1.39M |
| 5 |
Medtronic
MDT
|
$1.38M |
Top Sells
| 1 |
AbbVie
ABBV
|
$2.58M |
| 2 |
Apple
AAPL
|
$2.24M |
| 3 |
Intuitive Surgical
ISRG
|
$1.9M |
| 4 |
Masco
MAS
|
$1.58M |
| 5 |
Align Technology
ALGN
|
$1.43M |
Sector Composition
| 1 | Technology | 15.8% |
| 2 | Consumer Discretionary | 13.9% |
| 3 | Healthcare | 13.77% |
| 4 | Financials | 12.02% |
| 5 | Communication Services | 11.82% |
