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
$110M
AUM Growth
-$5.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.44M
3
+$959K
4
ZTS icon
Zoetis
ZTS
+$765K
5
ALB icon
Albemarle
ALB
+$340K

Top Sells

1
+$2.55M
2
+$2.17M
3
+$1.72M
4
MSFT icon
Microsoft
MSFT
+$1.62M
5
ADP icon
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
LMT icon
1
Lockheed Martin
LMT
$106B
$3.2M 2.91%
10,326
-810
MA icon
2
Mastercard
MA
$496B
$2.93M 2.66%
20,776
-905
SYK icon
3
Stryker
SYK
$136B
$2.91M 2.64%
20,481
-3,580
JPM icon
4
JPMorgan Chase
JPM
$855B
$2.88M 2.61%
30,157
-1,490
SCHW icon
5
Charles Schwab
SCHW
$173B
$2.88M 2.61%
65,803
-3,305
BA icon
6
Boeing
BA
$148B
$2.82M 2.56%
11,106
-955
CELG
7
DELISTED
Celgene Corp
CELG
$2.77M 2.52%
19,025
-985
CSCO icon
8
Cisco
CSCO
$280B
$2.75M 2.5%
81,895
-6,300
DD icon
9
DuPont de Nemours
DD
$16.7B
$2.73M 2.48%
19,567
-1,272
BX icon
10
Blackstone
BX
$114B
$2.63M 2.38%
78,750
-4,750
TMO icon
11
Thermo Fisher Scientific
TMO
$215B
$2.52M 2.28%
13,310
-700
AAPL icon
12
Apple
AAPL
$3.97T
$2.51M 2.28%
65,216
-4,920
ISRG icon
13
Intuitive Surgical
ISRG
$199B
$2.44M 2.22%
21,033
-1,332
BRK.B icon
14
Berkshire Hathaway Class B
BRK.B
$1.08T
$2.42M 2.19%
13,200
-700
ICE icon
15
Intercontinental Exchange
ICE
$85B
$2.39M 2.17%
34,788
-2,489
AMGN icon
16
Amgen
AMGN
$172B
$2.38M 2.16%
12,767
-664
MMM icon
17
3M
MMM
$87.6B
$2.3M 2.08%
13,093
+240
META icon
18
Meta Platforms (Facebook)
META
$1.57T
$2.28M 2.07%
13,370
-3,230
INTC icon
19
Intel
INTC
$182B
$2.26M 2.05%
59,256
-3,535
DHR icon
20
Danaher
DHR
$148B
$2.17M 1.97%
28,606
-1,365
AMZN icon
21
Amazon
AMZN
$2.61T
$2.17M 1.97%
45,200
-8,400
AMAT icon
22
Applied Materials
AMAT
$183B
$2.13M 1.94%
41,004
-22,198
INTU icon
23
Intuit
INTU
$181B
$2.13M 1.94%
15,017
-649
ADBE icon
24
Adobe
ADBE
$137B
$2.11M 1.91%
14,135
-1,430
BABA icon
25
Alibaba
BABA
$397B
$2.09M 1.89%
12,093
-3,800
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