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
$362M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$660K
3
+$512K
4
MOS icon
The Mosaic Company
MOS
+$454K
5
RHI icon
Robert Half
RHI
+$440K

Top Sells

1
+$10.7M
2
+$5.61M
3
+$928K
4
COL
Rockwell Collins
COL
+$746K
5
GPC icon
Genuine Parts
GPC
+$550K

Sector Composition

1 Consumer Discretionary 20.3%
2 Industrials 19.19%
3 Financials 16.23%
4 Healthcare 14.28%
5 Energy 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.84M 0.51%
56,854
-1,102
27
$1.41M 0.39%
11,356
-225
28
$1.39M 0.38%
15,410
-1,142
29
$1.02M 0.28%
10,468
-7,681
30
$890K 0.25%
6,233
-179
31
$723K 0.2%
10,241
32
$561K 0.15%
3,367
-110
33
$531K 0.15%
9,604
34
$511K 0.14%
4,564
-4,781
35
$460K 0.13%
8,340
+10
36
$421K 0.12%
6,330
37
$367K 0.1%
10,220
+848
38
$317K 0.09%
4,292
-30
39
$306K 0.08%
1,834
40
$297K 0.08%
1,854
-472
41
$278K 0.08%
10,300
42
$272K 0.08%
7,600
43
$258K 0.07%
2,368
44
$238K 0.07%
5,600
45
$225K 0.06%
+1,450
46
$214K 0.06%
3,930
-155
47
– –
-191,598
48
– –
-5,760
49
– –
-8,281
50
– –
-4,085
1
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