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
$359M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.52M
3
+$5.55M
4
CVS icon
CVS Health
CVS
+$2.52M
5
CCL icon
Carnival Corp
CCL
+$278K

Top Sells

1
+$5.03M
2
+$3.66M
3
+$68.7K
4
PFE icon
Pfizer
PFE
+$31.5K
5
BA icon
Boeing
BA
+$11.2K

Sector Composition

1 Consumer Discretionary 17.87%
2 Industrials 15.9%
3 Healthcare 15.04%
4 Financials 14.13%
5 Energy 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.64%
51,834
+600
27
$5.55M 1.55%
+66,360
28
$3.62M 1.01%
103,318
+4,390
29
$3.58M 1%
9,630
-30
30
$3.48M 0.97%
28,439
+1,970
31
$3.38M 0.94%
92,245
+960
32
$2.25M 0.62%
53,702
-753
33
$1.53M 0.43%
11,103
34
$1.34M 0.37%
16,129
+1,318
35
$1.17M 0.33%
8,312
-75
36
$864K 0.24%
9,820
-38
37
$760K 0.21%
13,460
-1,216
38
$671K 0.19%
7,615
39
$647K 0.18%
12,692
40
$570K 0.16%
2,664
41
$546K 0.15%
9,604
42
$463K 0.13%
6,003
43
$456K 0.13%
4,076
44
$451K 0.13%
3,124
45
$364K 0.1%
10,300
46
$356K 0.1%
2,368
47
$326K 0.09%
7,600
48
$322K 0.09%
5,946
+747
49
$310K 0.09%
3,742
50
$283K 0.08%
1,609
1
2
3