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
$351M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$8.5M
3
+$723K
4
XOM icon
Exxon Mobil
XOM
+$265K
5
PG icon
Procter & Gamble
PG
+$260K

Top Sells

1
+$16.5M
2
+$361K
3
+$348K
4
ROK icon
Rockwell Automation
ROK
+$229K
5
GM icon
General Motors
GM
+$222K

Sector Composition

1 Financials 24.58%
2 Consumer Discretionary 18.57%
3 Industrials 16.91%
4 Healthcare 11.99%
5 Technology 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.33M 0.95%
26,677
+100
27
$3.13M 0.89%
22,895
-1,325
28
$2.22M 0.63%
76,350
+1,556
29
$1.97M 0.56%
24,153
+3,200
30
$1.72M 0.49%
23,277
-750
31
$1.48M 0.42%
20,654
+10,089
32
$1.26M 0.36%
13,764
-125
33
$1.23M 0.35%
33,551
+415
34
$1.14M 0.32%
13,715
-50
35
$1.03M 0.29%
7,694
+516
36
$897K 0.26%
4,999
+420
37
$873K 0.25%
13,802
+4,113
38
$802K 0.23%
8,646
-825
39
$770K 0.22%
10,810
+1,020
40
$681K 0.19%
15,160
+4,600
41
$542K 0.15%
6,510
42
$493K 0.14%
9,277
-1,950
43
$483K 0.14%
12,609
44
$463K 0.13%
6,427
45
$451K 0.13%
3,845
-30
46
$418K 0.12%
10,118
-40
47
$376K 0.11%
3,168
48
$325K 0.09%
6,155
-134
49
$300K 0.09%
6,200
-2,950
50
$294K 0.08%
2,523
1
2
3