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
$385M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$253K
3
+$155K
4
SPG icon
Simon Property Group
SPG
+$82.3K
5
WSM icon
Williams-Sonoma
WSM
+$60.1K

Top Sells

1
+$8.93M
2
+$2.16M
3
+$1.78M
4
CCL icon
Carnival Corp
CCL
+$752K
5
INTC icon
Intel
INTC
+$620K

Sector Composition

1 Consumer Discretionary 17.2%
2 Industrials 17.11%
3 Healthcare 15.14%
4 Financials 13.9%
5 Energy 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.49%
54,916
-531
27
$1.64M 0.43%
11,761
+405
28
$1.36M 0.35%
14,811
-137
29
$1.18M 0.31%
8,687
-865
30
$794K 0.21%
9,892
-69
31
$685K 0.18%
12,717
32
$569K 0.15%
13,460
+540
33
$523K 0.14%
8,015
-25
34
$518K 0.13%
2,614
+780
35
$513K 0.13%
9,604
36
$489K 0.13%
4,076
-15
37
$476K 0.12%
6,330
38
$474K 0.12%
3,231
39
$447K 0.12%
5,347
-271
40
$371K 0.1%
2,368
41
$345K 0.09%
7,600
42
$329K 0.09%
10,300
43
$328K 0.09%
1,668
-66
44
$321K 0.08%
3,942
-150
45
$269K 0.07%
1,370
46
$257K 0.07%
5,600
47
$233K 0.06%
3,500
48
$232K 0.06%
3,780
1
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