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
$316M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$10M
3
+$4.33M
4
NOV icon
NOV
NOV
+$3.15M
5
CCL icon
Carnival Corp
CCL
+$2.99M

Top Sells

1
+$19.8M
2
+$19.2M
3
+$381K
4
CVS icon
CVS Health
CVS
+$280K
5
BK icon
Bank of New York Mellon
BK
+$231K

Sector Composition

1 Financials 19.83%
2 Industrials 19.75%
3 Consumer Discretionary 15.48%
4 Energy 12.59%
5 Healthcare 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.4%
11,721
27
$1.25M 0.39%
+6,062
28
$1.18M 0.37%
11,534
+700
29
$1.01M 0.32%
6,652
30
$961K 0.3%
7,627
-653
31
$893K 0.28%
12,999
32
$725K 0.23%
8,805
33
$656K 0.21%
10,416
34
$575K 0.18%
3,970
-50
35
$572K 0.18%
5,760
36
$519K 0.16%
8,117
+300
37
$500K 0.16%
9,604
38
$455K 0.14%
3,267
39
$455K 0.14%
9,400
40
$411K 0.13%
6,330
-97
41
$407K 0.13%
8,765
-393
42
$292K 0.09%
4,802
43
$272K 0.09%
1,917
44
$240K 0.08%
5,738
45
$235K 0.07%
11,267
46
$229K 0.07%
+8,412
47
$219K 0.07%
3,100
-74
48
$219K 0.07%
1,395
49
$219K 0.07%
2,500
-23
50
$218K 0.07%
3,035
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