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
$300M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$2.9M
3
+$1.19M
4
JPM icon
JPMorgan Chase
JPM
+$444K
5
COST icon
Costco
COST
+$350K

Top Sells

1
+$5.1M
2
+$2.29M
3
+$1.17M
4
DNOW icon
DNOW Inc
DNOW
+$765K
5
MOS icon
The Mosaic Company
MOS
+$683K

Sector Composition

1 Consumer Discretionary 18.45%
2 Healthcare 17.36%
3 Financials 15.53%
4 Industrials 14.69%
5 Materials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 1.06%
29,245
+806
27
$3.07M 1.03%
9,530
-100
28
$3M 1%
101,202
-2,116
29
$2.99M 1%
90,658
-1,587
30
$2.88M 0.96%
55,436
-10,924
31
$2.21M 0.74%
53,254
-448
32
$2M 0.67%
84,350
-96,526
33
$1.43M 0.48%
11,103
34
$1.42M 0.47%
15,463
-666
35
$853K 0.28%
12,723
+2,903
36
$597K 0.2%
12,692
37
$541K 0.18%
2,650
-14
38
$539K 0.18%
13,680
+220
39
$531K 0.18%
9,804
+200
40
$502K 0.17%
3,368
+1,000
41
$483K 0.16%
7,315
-300
42
$462K 0.15%
6,003
43
$444K 0.15%
+4,550
44
$439K 0.15%
3,976
-100
45
$410K 0.14%
8,600
+1,000
46
$350K 0.12%
+1,719
47
$328K 0.11%
3,020
-104
48
$311K 0.1%
10,300
49
$309K 0.1%
3,869
+127
50
$265K 0.09%
5,600
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