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
$360M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$9.74M
2
+$9.2M
3
+$6.88M
4
XOM icon
Exxon Mobil
XOM
+$870K
5
JEF icon
Jefferies Financial Group
JEF
+$813K

Top Sells

1
+$9.72M
2
+$6.81M
3
+$925K
4
CVS icon
CVS Health
CVS
+$265K
5
MRK icon
Merck
MRK
+$116K

Sector Composition

1 Financials 25.27%
2 Consumer Discretionary 21.61%
3 Industrials 13.82%
4 Healthcare 11.19%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.45M 0.96%
26,452
-125
27
$2.85M 0.79%
22,365
-105
28
$2.07M 0.57%
73,462
-1,860
29
$1.88M 0.52%
23,938
-140
30
$1.79M 0.5%
22,952
-25
31
$1.49M 0.42%
20,565
32
$1.41M 0.39%
13,487
-127
33
$1.18M 0.33%
13,180
-50
34
$1.12M 0.31%
32,474
-73
35
$974K 0.27%
7,734
+72
36
$890K 0.25%
10,810
37
$825K 0.23%
4,758
-5
38
$800K 0.22%
13,802
39
$793K 0.22%
15,160
40
$788K 0.22%
8,621
-25
41
$565K 0.16%
6,440
42
$521K 0.14%
6,427
43
$516K 0.14%
12,609
44
$461K 0.13%
3,845
45
$429K 0.12%
10,118
46
$401K 0.11%
3,168
47
$399K 0.11%
8,227
-1,025
48
$345K 0.1%
6,105
-50
49
$315K 0.09%
2,523
50
$306K 0.09%
5,905
-295
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2
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