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
$325M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$9.36M
2
+$8.51M
3
+$6.52M
4
CB
CHUBB CORPORATION
CB
+$494K
5
XOM icon
Exxon Mobil
XOM
+$455K

Top Sells

1
+$8.91M
2
+$5.43M
3
+$812K
4
JEF icon
Jefferies Financial Group
JEF
+$323K
5
MKL icon
Markel Group
MKL
+$317K

Sector Composition

1 Financials 29.65%
2 Consumer Discretionary 19.76%
3 Industrials 14.76%
4 Technology 11.3%
5 Healthcare 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.56%
19,644
-100
27
$1.54M 0.47%
19,688
-525
28
$1.22M 0.38%
13,740
-102
29
$1.14M 0.35%
11,721
-100
30
$1.08M 0.33%
11,558
-375
31
$851K 0.26%
6,677
-511
32
$840K 0.26%
8,080
33
$730K 0.22%
10,451
34
$718K 0.22%
8,805
-767
35
$690K 0.21%
40,070
-3,550
36
$625K 0.19%
4,020
-287
37
$566K 0.17%
6,427
38
$554K 0.17%
9,710
39
$520K 0.16%
7,817
-200
40
$516K 0.16%
5,760
41
$475K 0.15%
9,604
-956
42
$422K 0.13%
3,267
-488
43
$359K 0.11%
9,158
-960
44
$314K 0.1%
1,395
45
$310K 0.1%
5,462
46
$284K 0.09%
5,788
47
$269K 0.08%
2,768
48
$269K 0.08%
2,523
49
$268K 0.08%
1,967
+50
50
$260K 0.08%
8,292
-2,120
1
2
3