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
$340M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$622K
3
+$2.47K

Top Sells

1
+$11.3M
2
+$6.32M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$746K
5
RTX icon
RTX Corp
RTX
+$673K

Sector Composition

1 Financials 25.69%
2 Consumer Discretionary 17.73%
3 Industrials 12.66%
4 Healthcare 11.73%
5 Technology 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.93%
26,442
-10
27
$2.73M 0.8%
21,415
-950
28
$2.01M 0.59%
71,593
-1,869
29
$1.74M 0.51%
20,738
-3,200
30
$1.64M 0.48%
20,877
-2,075
31
$1.41M 0.42%
13,237
-250
32
$1.12M 0.33%
31,204
-1,270
33
$1.11M 0.33%
11,980
-1,200
34
$882K 0.26%
7,188
-546
35
$788K 0.23%
4,339
-419
36
$776K 0.23%
8,080
-541
37
$739K 0.22%
9,710
-1,100
38
$695K 0.2%
10,451
-10,114
39
$599K 0.18%
9,572
-4,230
40
$557K 0.16%
10,560
-4,600
41
$542K 0.16%
6,427
42
$539K 0.16%
6,140
-300
43
$524K 0.15%
12,609
44
$445K 0.13%
3,755
-90
45
$438K 0.13%
3,168
46
$432K 0.13%
10,118
47
$419K 0.12%
8,177
-50
48
$309K 0.09%
5,905
49
$292K 0.09%
11,592
50
$284K 0.08%
2,523
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