HKIMG

Hutchens & Kramer Investment Management Group Portfolio holdings

AUM $290M
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$254M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.67%
2 Healthcare 4.09%
3 Financials 2.47%
4 Industrials 2.39%
5 Communication Services 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HD icon
151
Home Depot
HD
$382B
$230K 0.09%
567
-27
STRL icon
152
Sterling Infrastructure
STRL
$10.8B
$230K 0.09%
+676
PNR icon
153
Pentair
PNR
$17.6B
$228K 0.09%
+2,062
RBLX icon
154
Roblox
RBLX
$52B
$225K 0.09%
+1,625
MSCI icon
155
MSCI
MSCI
$44.3B
$225K 0.09%
+396
OSIS icon
156
OSI Systems
OSIS
$4.67B
$221K 0.09%
+886
ITA icon
157
iShares US Aerospace & Defense ETF
ITA
$14.6B
$220K 0.09%
+1,049
WST icon
158
West Pharmaceutical
WST
$17B
$219K 0.09%
+833
DPZ icon
159
Domino's
DPZ
$13.9B
$218K 0.09%
+506
ENSG icon
160
The Ensign Group
ENSG
$10.2B
$217K 0.09%
+1,258
IRM icon
161
Iron Mountain
IRM
$27.7B
$217K 0.09%
+2,127
RTX icon
162
RTX Corp
RTX
$263B
$214K 0.08%
+1,279
RCL icon
163
Royal Caribbean
RCL
$78B
$214K 0.08%
+661
ZS icon
164
Zscaler
ZS
$33.4B
$210K 0.08%
+702
SPMO icon
165
Invesco S&P 500 Momentum ETF
SPMO
$13.5B
$209K 0.08%
+1,730
AYI icon
166
Acuity Brands
AYI
$9.67B
$207K 0.08%
+602
BR icon
167
Broadridge
BR
$24.2B
$206K 0.08%
865
-355
CW icon
168
Curtiss-Wright
CW
$23.9B
$206K 0.08%
+379
PRIM icon
169
Primoris Services
PRIM
$8B
$205K 0.08%
+1,496
MNST icon
170
Monster Beverage
MNST
$80.1B
$204K 0.08%
3,027
-331
LRN icon
171
Stride
LRN
$3.21B
$203K 0.08%
+1,363
T icon
172
AT&T
T
$167B
$200K 0.08%
7,094
-891
HPP
173
Hudson Pacific Properties
HPP
$510M
$33.4K 0.01%
1,728
ACN icon
174
Accenture
ACN
$173B
-800
CRM icon
175
Salesforce
CRM
$214B
-1,023