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
$319M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$637K
3
+$574K
4
CB
CHUBB CORPORATION
CB
+$519K
5
XOM icon
Exxon Mobil
XOM
+$330K

Top Sells

1
+$11.5M
2
+$8.61M
3
+$6.12M
4
MSFT icon
Microsoft
MSFT
+$5.07M
5
JCI icon
Johnson Controls International
JCI
+$4.48M

Sector Composition

1 Financials 29.48%
2 Consumer Discretionary 18.82%
3 Industrials 12.82%
4 Healthcare 11.61%
5 Technology 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.7%
68,148
+316
27
$1.91M 0.6%
19,744
28
$1.66M 0.52%
20,213
-75
29
$1.2M 0.38%
13,842
+2,030
30
$1.19M 0.37%
11,821
-50
31
$1.14M 0.36%
11,933
-50
32
$892K 0.28%
8,080
33
$854K 0.27%
7,188
34
$785K 0.25%
9,572
35
$771K 0.24%
10,451
36
$745K 0.23%
43,620
-671,749
37
$661K 0.21%
4,307
-6
38
$579K 0.18%
9,710
39
$576K 0.18%
10,560
40
$568K 0.18%
6,427
41
$537K 0.17%
5,760
42
$518K 0.16%
3,755
43
$517K 0.16%
8,017
-110
44
$410K 0.13%
10,118
45
$324K 0.1%
10,412
-1,216
46
$316K 0.1%
1,395
47
$306K 0.1%
5,462
-263
48
$284K 0.09%
2,523
49
$277K 0.09%
1,917
-50
50
$268K 0.08%
5,788
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2
3