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
1
$3.34M 2.89%
24,061
+2,001
2
$3.28M 2.84%
47,596
-6,090
3
$3.09M 2.67%
11,136
4
$2.97M 2.57%
69,108
5
$2.89M 2.5%
31,647
6
$2.78M 2.41%
83,500
-700
7
$2.76M 2.39%
88,195
8
$2.65M 2.29%
20,839
9
$2.63M 2.28%
21,681
-50
10
$2.62M 2.27%
112,500
+2,750
11
$2.61M 2.26%
63,202
+30,001
12
$2.6M 2.25%
20,010
+25
13
$2.59M 2.24%
53,600
14
$2.59M 2.24%
25,308
+1
15
$2.55M 2.21%
16,660
16
$2.52M 2.18%
70,136
17
$2.51M 2.17%
16,600
18
$2.46M 2.13%
37,277
+76
19
$2.46M 2.12%
13,245
-500
20
$2.44M 2.11%
14,010
21
$2.38M 2.06%
12,061
+1
22
$2.35M 2.04%
13,900
+650
23
$2.32M 2.01%
22,365
+225
24
$2.31M 2%
13,431
+6,881
25
$2.27M 1.96%
14,800
-75
1
2 3