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
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.52M
3
+$1.51M
4
INTU icon
Intuit
INTU
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.38M

Top Sells

1
+$2.58M
2
+$2.24M
3
+$1.9M
4
MAS icon
Masco
MAS
+$1.58M
5
ALGN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.69%
9,050
52
$665K 0.63%
+15,614
53
$621K 0.58%
22,004
-79,316
54
$502K 0.47%
4,000
55
$500K 0.47%
5,775
56
$390K 0.37%
3,050
57
$329K 0.31%
2,500
58
$302K 0.28%
2,560
59
$263K 0.25%
7,000
60
$261K 0.25%
7,000
61
$234K 0.22%
19,408
62
– –
-41,736
63
– –
-17,775
64
– –
-4,600
65
– –
-25,830
66
– –
-51,000
67
– –
-3,185
68
– –
-104,981
1 2
3