HIM
Hutchens Investment Management Portfolio holdings
AUM
$106M
1-Year Est. Return
27.22%
1 Year Est. Return
+27.22%
AUM
$110M
AUM Growth
-$5.36M
(-4.6%)
Holding
87
Top Buys
| 1 | +$1.78M | |
| 2 | +$1.44M | |
| 3 | +$959K | |
| 4 |
Zoetis
ZTS
|
+$765K |
| 5 |
Albemarle
ALB
|
+$340K |
Top Sells
| 1 | +$2.55M | |
| 2 | +$2.17M | |
| 3 | +$1.72M | |
| 4 |
Microsoft
MSFT
|
+$1.62M |
| 5 |
Automatic Data Processing
ADP
|
+$1.3M |
Sector Composition
| 1 | Technology | 21.35% |
| 2 | Healthcare | 17.13% |
| 3 | Financials | 14.92% |
| 4 | Industrials | 9.32% |
| 5 | Consumer Discretionary | 9.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FRC
76
DELISTED
First Republic Bank
FRC
| $261K | 0.24% |
+2,500
|
|
||
77
Allegion
ALLE
$14.4B
| $259K | 0.23% |
+3,000
|
|
||
|
GWPH
78
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $253K | 0.23% |
+2,500
|
|
||
79
Toro Company
TTC
$7.12B
| $248K | 0.23% |
+4,000
|
|
||
80
Ball Corp
BALL
$13.1B
| $247K | 0.22% |
+6,000
|
|
||
81
Home Depot
HD
$369B
| $247K | 0.22% |
1,515
-13,285
|
|
||
82
Waste Connections
WCN
$42.5B
| $244K | 0.22% |
+3,500
|
|
||
83
American International
AIG
$41.5B
| – | – |
-27,533
|
|
||
84
GE Aerospace
GE
$324B
| – | – |
-8,398
|
|
||
85
Johnson & Johnson
JNJ
$450B
| – | – |
-1,640
|
|
||
86
McDonald's
MCD
$213B
| – | – |
-16,660
|
|
||
|
RAI
87
DELISTED
Reynolds American Inc
RAI
| – | – |
-3,762
|
|