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
$354M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$2.49M
3
+$2.03M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.76M
5
DNOW icon
DNOW Inc
DNOW
+$1.73M

Top Sells

1
+$1.62M
2
+$1.39M
3
+$837K
4
CVS icon
CVS Health
CVS
+$734K
5
MSFT icon
Microsoft
MSFT
+$730K

Sector Composition

1 Financials 26.07%
2 Consumer Discretionary 21.06%
3 Industrials 12.8%
4 Healthcare 12.22%
5 Technology 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.98M 0.84%
26,547
+105
27
$2.73M 0.77%
20,966
-449
28
$2.43M 0.69%
102,546
-35,294
29
$2.03M 0.57%
+53,799
30
$2M 0.57%
67,832
-3,761
31
$1.85M 0.52%
20,288
-450
32
$1.76M 0.5%
+35,360
33
$1.67M 0.47%
19,744
-1,133
34
$1.36M 0.38%
31,101
-103
35
$1.24M 0.35%
11,871
-1,366
36
$1.13M 0.32%
11,983
+3
37
$1M 0.28%
+11,812
38
$870K 0.25%
7,188
39
$857K 0.24%
+17,105
40
$842K 0.24%
8,080
41
$757K 0.21%
10,451
42
$727K 0.21%
9,572
43
$662K 0.19%
4,313
-26
44
$650K 0.18%
9,710
45
$614K 0.17%
5,760
-380
46
$588K 0.17%
10,560
47
$534K 0.15%
6,427
48
$516K 0.15%
3,755
49
$480K 0.14%
8,127
-50
50
$427K 0.12%
10,118
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