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
$364M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.9M
3
+$9.07M
4
LYB icon
LyondellBasell Industries
LYB
+$8.98M

Top Sells

1
+$11.3M
2
+$980K
3
+$704K
4
NOV icon
NOV
NOV
+$586K
5
INTC icon
Intel
INTC
+$537K

Sector Composition

1 Industrials 24.13%
2 Consumer Discretionary 18.58%
3 Financials 15.81%
4 Energy 11.97%
5 Healthcare 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 0.69%
16,135
-1,400
27
$1.79M 0.49%
57,956
-533
28
$1.68M 0.46%
18,149
-1,845
29
$1.39M 0.38%
16,552
-2,311
30
$1.33M 0.37%
11,581
-15
31
$978K 0.27%
9,345
-814
32
$971K 0.27%
6,412
-42
33
$707K 0.19%
10,241
34
$601K 0.17%
8,330
-150
35
$552K 0.15%
3,477
-105
36
$550K 0.15%
5,760
37
$484K 0.13%
9,604
38
$413K 0.11%
6,330
39
$409K 0.11%
8,281
-229,560
40
$347K 0.1%
2,326
-239
41
$299K 0.08%
1,834
42
$292K 0.08%
4,322
-480
43
$271K 0.07%
9,372
-360
44
$258K 0.07%
7,600
45
$250K 0.07%
10,300
46
$244K 0.07%
2,368
47
$239K 0.07%
4,085
-150
48
$232K 0.06%
5,600
-300
49
$222K 0.06%
4,085
-1,560
50
– –
-1,295
1
2