HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.62M
3
+$8.4M
4
WFC icon
Wells Fargo
WFC
+$350K
5
MOS icon
The Mosaic Company
MOS
+$154K

Top Sells

1
+$11.7M
2
+$1.25M
3
+$893K
4
UL icon
Unilever
UL
+$421K
5
INTC icon
Intel
INTC
+$421K

Sector Composition

1 Industrials 24.32%
2 Consumer Discretionary 17.82%
3 Financials 16.11%
4 Energy 12.15%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.61%
60,201
-704
27
$1.73M 0.53%
20,319
-200
28
$1.62M 0.49%
19,088
-500
29
$1.42M 0.43%
11,721
30
$1.09M 0.33%
10,259
-1,275
31
$995K 0.3%
6,600
-52
32
$869K 0.26%
6,280
-1,347
33
$672K 0.2%
10,416
34
$601K 0.18%
8,605
-200
35
$583K 0.18%
5,760
36
$556K 0.17%
3,828
-142
37
$552K 0.17%
7,507
-610
38
$548K 0.17%
9,604
39
$517K 0.16%
9,360
-40
40
$478K 0.15%
3,267
41
$468K 0.14%
6,330
42
$389K 0.12%
8,590
-175
43
$329K 0.1%
4,802
44
$265K 0.08%
7,600
45
$260K 0.08%
1,395
46
$259K 0.08%
1,792
-125
47
$231K 0.07%
11,267
48
$224K 0.07%
2,768
49
$222K 0.07%
5,638
-100
50
$220K 0.07%
3,000
-100
1
2
3