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
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.82M
3
+$4.01M
4
EMR icon
Emerson Electric
EMR
+$1.31M
5
XOM icon
Exxon Mobil
XOM
+$1.25M

Top Sells

1
+$16M
2
+$11.9M
3
+$553K
4
CCL icon
Carnival Corp
CCL
+$364K
5
UL icon
Unilever
UL
+$173K

Sector Composition

1 Financials 26.06%
2 Consumer Discretionary 21.01%
3 Industrials 14.56%
4 Energy 11.83%
5 Healthcare 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.49%
19,688
27
$1.2M 0.38%
11,721
28
$1.14M 0.36%
12,999
-250
29
$1.08M 0.34%
10,834
30
$1.05M 0.33%
8,280
+300
31
$993K 0.31%
6,652
32
$639K 0.2%
8,805
33
$630K 0.2%
10,416
-35
34
$538K 0.17%
7,817
35
$529K 0.17%
4,020
36
$496K 0.16%
6,427
37
$495K 0.16%
5,760
38
$451K 0.14%
9,604
39
$430K 0.14%
9,400
40
$412K 0.13%
3,267
41
$393K 0.12%
9,158
42
$275K 0.09%
1,395
43
$266K 0.08%
4,802
-455
44
$258K 0.08%
5,738
45
$253K 0.08%
1,917
-50
46
$249K 0.08%
2,523
47
$212K 0.07%
2,768
48
$211K 0.07%
3,174
49
$206K 0.06%
11,267
-100
50
$206K 0.06%
+3,035
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