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
$353M
AUM Growth
-$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.74M
3
+$213K
4
NVO icon
Novo Nordisk
NVO
+$175K
5
WSM icon
Williams-Sonoma
WSM
+$162K

Top Sells

1
+$10.2M
2
+$600K
3
+$317K
4
BK icon
Bank of New York Mellon
BK
+$286K
5
MRK icon
Merck
MRK
+$146K

Sector Composition

1 Industrials 20.43%
2 Consumer Discretionary 17.55%
3 Financials 17.17%
4 Healthcare 16.09%
5 Energy 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.43%
11,356
27
$1.31M 0.37%
15,015
-395
28
$1.09M 0.31%
10,368
-100
29
$807K 0.23%
6,233
30
$766K 0.22%
9,961
-280
31
$542K 0.15%
9,604
32
$491K 0.14%
4,251
-313
33
$483K 0.14%
13,420
+3,200
34
$476K 0.13%
3,231
-136
35
$473K 0.13%
6,330
36
$437K 0.12%
8,340
37
$335K 0.09%
4,292
38
$311K 0.09%
1,834
39
$310K 0.09%
10,300
40
$302K 0.09%
1,734
-120
41
$292K 0.08%
2,368
42
$280K 0.08%
7,600
43
$251K 0.07%
5,600
44
$222K 0.06%
1,370
-80
45
$219K 0.06%
3,930
46
$213K 0.06%
+1,295
47
– –
-220,068
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