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
$321M
AUM Growth
-$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$1.13M
3
+$275K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.07K

Top Sells

1
+$9.2M
2
+$7.97M
3
+$7M
4
JCI icon
Johnson Controls International
JCI
+$2.58M
5
CLX icon
Clorox
CLX
+$869K

Sector Composition

1 Industrials 26.39%
2 Financials 16.46%
3 Consumer Discretionary 15.85%
4 Energy 12.8%
5 Healthcare 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.53%
19,994
-325
27
$1.37M 0.43%
11,596
-125
28
$1.1M 0.34%
10,159
-100
29
$916K 0.29%
6,454
-146
30
$655K 0.2%
10,241
-175
31
$582K 0.18%
8,480
-125
32
$579K 0.18%
5,760
33
$544K 0.17%
3,582
-246
34
$515K 0.16%
9,604
35
$448K 0.14%
6,330
36
$378K 0.12%
2,565
-702
37
$323K 0.1%
4,802
38
$283K 0.09%
5,645
-3,715
39
$275K 0.09%
+9,732
40
$265K 0.08%
1,834
+42
41
$250K 0.08%
5,900
-2,690
42
$244K 0.08%
7,600
43
$244K 0.08%
10,300
-967
44
$228K 0.07%
4,235
-3,272
45
$216K 0.07%
1,295
-100
46
$202K 0.06%
2,368
-400
47
– –
-5,638
48
– –
-3,000
49
– –
-6,280
50
– –
-3,947
1
2
3