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
$322M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$8.71M

Top Sells

1
+$7.79M
2
+$7.64M
3
+$6M
4
WSM icon
Williams-Sonoma
WSM
+$5.64M
5
VLO icon
Valero Energy
VLO
+$5.55M

Sector Composition

1 Financials 15.77%
2 Consumer Discretionary 15.48%
3 Healthcare 15.38%
4 Industrials 15.29%
5 Materials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.35M 1.04%
26,469
-102
27
$3.31M 1.03%
98,928
-2,942
28
$3.24M 1.01%
9,660
-153
29
$1.87M 0.58%
54,455
-461
30
$1.35M 0.42%
11,103
-580
31
$1.16M 0.36%
14,811
32
$1.13M 0.35%
8,387
33
$776K 0.24%
9,858
-34
34
$685K 0.21%
12,692
-25
35
$679K 0.21%
14,676
36
$579K 0.18%
7,615
-200
37
$557K 0.17%
9,604
38
$497K 0.15%
2,664
39
$444K 0.14%
4,076
40
$418K 0.13%
3,124
-29
41
$406K 0.13%
6,003
-327
42
$339K 0.11%
5,199
-148
43
$331K 0.1%
2,368
44
$307K 0.1%
3,742
-200
45
$296K 0.09%
7,600
46
$283K 0.09%
10,300
47
$265K 0.08%
1,609
-59
48
$246K 0.08%
5,600
49
$242K 0.08%
3,500
50
$228K 0.07%
1,370
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