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
$106M
AUM Growth
+$2.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.52M
3
+$1.51M
4
INTU icon
Intuit
INTU
+$1.39M
5
MDT icon
Medtronic
MDT
+$1.38M

Top Sells

1
+$2.58M
2
+$2.24M
3
+$1.9M
4
MAS icon
Masco
MAS
+$1.58M
5
ALGN icon
Align Technology
ALGN
+$1.43M

Sector Composition

1 Technology 15.8%
2 Consumer Discretionary 13.9%
3 Healthcare 13.77%
4 Financials 12.02%
5 Communication Services 11.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.52M 3.32%
27,475
-250
2
$3.23M 3.04%
56,022
3
$3.19M 3%
36,492
4
$2.87M 2.7%
64,884
+9,950
5
$2.83M 2.67%
89,395
6
$2.82M 2.65%
16,068
7
$2.78M 2.62%
11,597
+1,725
8
$2.63M 2.48%
33,176
+13,750
9
$2.63M 2.47%
82,783
+12,775
10
$2.63M 2.47%
39,455
+5,300
11
$2.45M 2.31%
79,919
12
$2.45M 2.31%
24,077
13
$2.45M 2.3%
45,385
+16,575
14
$2.44M 2.3%
95,575
+250
15
$2.39M 2.25%
16,821
16
$2.39M 2.25%
75,603
-20,000
17
$2.29M 2.16%
54,760
-6,140
18
$2.28M 2.15%
18,252
19
$2.28M 2.15%
132,270
20
$2.24M 2.1%
25,134
+150
21
$2.17M 2.04%
40,012
-150
22
$2.14M 2.02%
27,250
23
$2.07M 1.95%
19,814
+124
24
$2.05M 1.93%
29,565
-9,319
25
$1.98M 1.86%
17,180
+2,600
1
2 3