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
$116M
AUM Growth
+$3.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.3M
3
+$1.24M
4
AMGN icon
Amgen
AMGN
+$1.19M
5
SYK icon
Stryker
SYK
+$278K

Top Sells

1
+$1.82M
2
+$1.25M
3
+$1.08M
4
KMI icon
Kinder Morgan
KMI
+$878K
5
T icon
AT&T
T
+$621K

Sector Composition

1 Technology 21.38%
2 Healthcare 15.85%
3 Financials 15.41%
4 Consumer Discretionary 12.74%
5 Industrials 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$653K 0.56%
13,775
-700
52
$638K 0.55%
9,800
53
$637K 0.55%
12,950
54
$606K 0.52%
7,600
55
$569K 0.49%
12,751
-7,353
56
$552K 0.48%
4,995
-8
57
$495K 0.43%
12,000
+1,000
58
$489K 0.42%
12,000
+1,000
59
$480K 0.42%
5,775
-1,000
60
$417K 0.36%
2,575
-275
61
$390K 0.34%
2,050
62
$364K 0.31%
2,500
63
$244K 0.21%
3,762
64
$216K 0.19%
1,640
65
– –
-24,251
66
– –
-40,430
1 2
3