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
$338M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.94M
3
+$1.48M
4
GM icon
General Motors
GM
+$578K
5
NOV icon
NOV
NOV
+$462K

Top Sells

1
+$10.4M
2
+$7.45M
3
+$7.42M
4
MDT icon
Medtronic
MDT
+$3.84M
5
CVS icon
CVS Health
CVS
+$472K

Sector Composition

1 Financials 28.54%
2 Consumer Discretionary 20.45%
3 Industrials 13.45%
4 Healthcare 11.95%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.68%
75,322
-1,028
27
$1.94M 0.57%
24,078
-75
28
$1.83M 0.54%
22,977
-300
29
$1.51M 0.45%
20,565
-89
30
$1.34M 0.4%
13,614
-150
31
$1.1M 0.33%
13,230
-485
32
$1.02M 0.3%
32,547
-1,004
33
$951K 0.28%
7,662
-32
34
$877K 0.26%
4,763
-236
35
$835K 0.25%
13,802
36
$790K 0.23%
10,810
37
$761K 0.23%
8,646
38
$733K 0.22%
15,160
39
$559K 0.17%
6,440
-70
40
$490K 0.15%
6,427
41
$486K 0.14%
12,609
42
$481K 0.14%
9,252
-25
43
$436K 0.13%
3,845
44
$396K 0.12%
3,168
45
$391K 0.12%
10,118
46
$316K 0.09%
6,155
47
$306K 0.09%
6,200
48
$287K 0.09%
2,523
49
$264K 0.08%
3,947
50
$255K 0.08%
2,565
1
2
3