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
$104M
AUM Growth
+$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$2.12M
3
+$2.09M
4
GM icon
General Motors
GM
+$1.98M
5
DD icon
DuPont de Nemours
DD
+$1.97M

Top Sells

1
+$2.83M
2
+$2.12M
3
+$2.03M
4
STZ icon
Constellation Brands
STZ
+$1.73M
5
BFH icon
Bread Financial
BFH
+$1.22M

Sector Composition

1 Healthcare 16.8%
2 Technology 14.53%
3 Consumer Discretionary 13.02%
4 Communication Services 12.21%
5 Financials 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.42M 3.28%
36,492
-48
2
$3.17M 3.04%
27,725
-600
3
$2.87M 2.75%
56,022
+2,877
4
$2.69M 2.59%
23,727
-5,099
5
$2.66M 2.55%
16,068
-589
6
$2.64M 2.53%
38,884
+1
7
$2.61M 2.5%
79,919
-1,842
8
$2.6M 2.5%
54,934
+26,626
9
$2.58M 2.48%
41,736
-197
10
$2.56M 2.46%
89,395
+7,300
11
$2.54M 2.44%
16,821
+1,775
12
$2.52M 2.42%
18,252
-1,574
13
$2.45M 2.35%
9,872
+36
14
$2.42M 2.32%
101,320
-784
15
$2.42M 2.32%
95,603
+23,900
16
$2.39M 2.3%
24,984
-2,974
17
$2.34M 2.25%
95,325
+85,050
18
$2.29M 2.2%
40,162
-608
19
$2.18M 2.09%
60,900
-22,420
20
$2.15M 2.07%
+27,250
21
$2.12M 2.04%
34,155
+12,152
22
$2.12M 2.04%
24,077
-299
23
$2.12M 2.03%
+28,810
24
$2.06M 1.97%
132,270
-25,000
25
$1.98M 1.9%
+70,008
1
2 3