HIM
Hutchens Investment Management Portfolio holdings
AUM
$106M
This Quarter Return
+4.07%
1 Year Return
+27.22%
3 Year Return
+56.75%
5 Year Return
–
10 Year Return
–
AUM
$96M
AUM Growth
+$96M
(-9.7%)
Cap. Flow
-$13.6M
Cap. Flow
% of AUM
-14.15%
Top 10 Holdings %
Top 10 Hldgs %
29.05%
Holding
69
New
8
Increased
22
Reduced
20
Closed
17
Top Buys
| 1 |
Automatic Data Processing
ADP
|
$2.61M |
| 2 |
Thermo Fisher Scientific
TMO
|
$1.98M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$1.94M |
| 4 |
APA Corp
APA
|
$1.58M |
| 5 |
Intercontinental Exchange
ICE
|
$1.43M |
Top Sells
| 1 |
Wells Fargo
WFC
|
$2.87M |
| 2 |
Extra Space Storage
EXR
|
$2.63M |
| 3 |
Bristol-Myers Squibb
BMY
|
$2.45M |
| 4 |
Clorox
CLX
|
$2.28M |
| 5 |
CVS Health
CVS
|
$2.24M |
Sector Composition
| 1 | Technology | 20.32% |
| 2 | Consumer Discretionary | 16.38% |
| 3 | Financials | 14.36% |
| 4 | Communication Services | 12.68% |
| 5 | Healthcare | 11.54% |
