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
$344M
AUM Growth
-$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$3.19M
3
+$2.81M
4
ADNT icon
Adient
ADNT
+$385K
5
NOV icon
NOV
NOV
+$88K

Top Sells

1
+$7.63M
2
+$6.49M
3
+$6.32M
4
VLO icon
Valero Energy
VLO
+$5.59M
5
MSFT icon
Microsoft
MSFT
+$4.21M

Sector Composition

1 Consumer Discretionary 17.24%
2 Industrials 16.39%
3 Healthcare 14.28%
4 Financials 13.63%
5 Energy 11.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.88%
26,571
-140
27
$1.85M 0.54%
54,916
28
$1.5M 0.43%
11,683
-78
29
$1.17M 0.34%
14,811
30
$1.13M 0.33%
8,387
-300
31
$783K 0.23%
9,892
32
$656K 0.19%
12,717
33
$616K 0.18%
14,676
+1,216
34
$543K 0.16%
7,815
-200
35
$535K 0.16%
9,604
36
$531K 0.15%
2,664
+50
37
$462K 0.13%
3,153
-78
38
$459K 0.13%
6,330
39
$445K 0.13%
4,076
40
$368K 0.11%
2,368
41
$345K 0.1%
5,347
42
$326K 0.09%
3,942
43
$306K 0.09%
1,668
44
$287K 0.08%
10,300
45
$283K 0.08%
7,600
46
$243K 0.07%
5,600
47
$239K 0.07%
3,780
48
$239K 0.07%
1,370
49
$223K 0.06%
3,500
50
$0 ﹤0.01%
+39,260
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