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
$309M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$1.57M
3
+$632K
4
ROK icon
Rockwell Automation
ROK
+$229K
5
MKL icon
Markel Group
MKL
+$207K

Top Sells

1
+$7.11M
2
+$2.13M
3
+$1.72M
4
CB
CHUBB CORPORATION
CB
+$1.38M
5
MDT icon
Medtronic
MDT
+$482K

Sector Composition

1 Financials 22.68%
2 Consumer Discretionary 18.35%
3 Industrials 16.45%
4 Healthcare 11.87%
5 Energy 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 0.92%
24,220
-1,957
27
$2.04M 0.66%
74,794
-1,760
28
$1.63M 0.53%
24,027
-1,100
29
$1.58M 0.51%
20,953
+250
30
$1.2M 0.39%
13,889
+690
31
$1.09M 0.35%
13,765
-700
32
$987K 0.32%
33,136
+44
33
$822K 0.27%
7,178
34
$811K 0.26%
4,579
-43
35
$774K 0.25%
9,471
-1,459
36
$717K 0.23%
10,565
37
$643K 0.21%
9,790
+15
38
$620K 0.2%
9,689
39
$527K 0.17%
6,510
-25
40
$520K 0.17%
11,227
+900
41
$452K 0.15%
10,560
42
$442K 0.14%
6,427
43
$418K 0.14%
12,609
+573
44
$398K 0.13%
9,150
-1,050
45
$387K 0.13%
3,875
-389
46
$385K 0.12%
10,158
47
$360K 0.12%
3,168
+500
48
$348K 0.11%
3,933
-2,250
49
$288K 0.09%
12,555
+1,483
50
$281K 0.09%
6,289
+373
1
2
3