HCM

Hutchinson Capital Management Portfolio holdings

AUM $548M
1-Year Est. Return 12.58%
This Quarter Est. Return
1 Year Est. Return
+12.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$18.8M
2
+$18.3M
3
+$18.1M
4
WFC icon
Wells Fargo
WFC
+$18M
5
CVS icon
CVS Health
CVS
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.71%
2 Consumer Discretionary 15.85%
3 Industrials 15.16%
4 Healthcare 12.36%
5 Energy 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 0.9%
+26,177
27
$2.03M 0.68%
+76,554
28
$1.59M 0.53%
+20,703
29
$1.59M 0.53%
+25,127
30
$1.18M 0.4%
+14,465
31
$1.13M 0.38%
+13,199
32
$1.02M 0.34%
+33,092
33
$909K 0.3%
+10,930
34
$845K 0.28%
+4,622
35
$798K 0.27%
+7,178
36
$667K 0.22%
+9,689
37
$624K 0.21%
+9,775
38
$618K 0.21%
+10,565
39
$510K 0.17%
+6,535
40
$462K 0.15%
+10,327
41
$443K 0.15%
+6,183
42
$432K 0.14%
+10,560
43
$420K 0.14%
+12,036
44
$407K 0.14%
+10,158
45
$407K 0.14%
+10,200
46
$407K 0.14%
+6,427
47
$390K 0.13%
+4,264
48
$299K 0.1%
+2,668
49
$268K 0.09%
+11,072
50
$249K 0.08%
+2,523
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