HIM
Hutchens Investment Management Portfolio holdings
AUM
$106M
This Quarter Return
+7.28%
1 Year Return
+27.22%
3 Year Return
+56.75%
5 Year Return
–
10 Year Return
–
AUM
$112M
AUM Growth
+$112M
(+17%)
Cap. Flow
+$9.98M
Cap. Flow
% of AUM
8.89%
Top 10 Holdings %
Top 10 Hldgs %
25.24%
Holding
66
New
14
Increased
12
Reduced
33
Closed
2
Top Buys
| 1 |
Stryker
SYK
|
$2.9M |
| 2 |
Intuitive Surgical
ISRG
|
$1.89M |
| 3 |
American International
AIG
|
$1.78M |
| 4 |
iShares Preferred and Income Securities ETF
PFF
|
$1.55M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.39M |
Top Sells
| 1 |
Medtronic
MDT
|
$2.43M |
| 2 |
Nike
NKE
|
$1.68M |
| 3 |
Meta Platforms (Facebook)
META
|
$1.45M |
| 4 |
AT&T
T
|
$679K |
| 5 |
Verizon
VZ
|
$590K |
Sector Composition
| 1 | Technology | 20.68% |
| 2 | Financials | 14.93% |
| 3 | Healthcare | 13.89% |
| 4 | Consumer Discretionary | 13.6% |
| 5 | Industrials | 9.34% |
