HCM

Hutchinson Capital Management Portfolio holdings

AUM $583M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$9.04M
2
+$1.44M
3
+$970K
4
INTC icon
Intel
INTC
+$526K
5
WSM icon
Williams-Sonoma
WSM
+$276K

Top Sells

1
+$10.8M
2
+$902K
3
+$249K
4
MRK icon
Merck
MRK
+$248K
5
MCK icon
McKesson
MCK
+$213K

Sector Composition

1 Industrials 20.07%
2 Consumer Discretionary 17.82%
3 Healthcare 16%
4 Financials 14.09%
5 Energy 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.4%
11,356
27
$1.36M 0.37%
14,948
-67
28
$1.25M 0.34%
9,552
-816
29
$728K 0.2%
9,961
30
$674K 0.18%
12,717
-205,337
31
$652K 0.18%
5,618
-615
32
$548K 0.15%
9,604
33
$498K 0.13%
12,920
-500
34
$487K 0.13%
6,330
35
$474K 0.13%
8,040
-300
36
$456K 0.12%
4,091
-160
37
$448K 0.12%
3,231
38
$343K 0.09%
4,092
-200
39
$336K 0.09%
1,834
40
$308K 0.08%
10,300
41
$304K 0.08%
1,734
42
$297K 0.08%
2,368
43
$290K 0.08%
7,600
44
$252K 0.07%
5,600
45
$244K 0.07%
1,370
46
$241K 0.07%
3,780
-150
47
$212K 0.06%
+3,500
48
– –
-1,295
1
2