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
$332M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.96M
3
+$7.49M
4
USB icon
US Bancorp
USB
+$6.92M
5
THO icon
Thor Industries
THO
+$6.11M

Top Sells

1
+$10.2M
2
+$9.01M
3
+$6.58M
4
JCI icon
Johnson Controls International
JCI
+$3M
5
CPB icon
Campbell Soup
CPB
+$2.99M

Sector Composition

1 Consumer Discretionary 17.47%
2 Financials 16.23%
3 Industrials 14.98%
4 Healthcare 13.15%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.92M 2.08%
+143,684
27
$6.6M 1.99%
241,543
-373,877
28
$5.96M 1.8%
62,987
+2,155
29
$5.36M 1.61%
133,570
-71,847
30
$3.96M 1.19%
10,386
+856
31
$3.55M 1.07%
28,845
-400
32
$2.13M 0.64%
52,918
-336
33
$1.61M 0.48%
15,463
34
$1.55M 0.47%
11,058
-45
35
$1.08M 0.32%
13,292
+569
36
$640K 0.19%
12,692
37
$620K 0.19%
7,715
+400
38
$617K 0.19%
9,804
39
$551K 0.17%
2,741
+91
40
$539K 0.16%
3,368
41
$517K 0.16%
6,003
42
$484K 0.15%
3,951
-25
43
$467K 0.14%
8,600
44
$461K 0.14%
4,550
45
$416K 0.13%
1,719
46
$363K 0.11%
3,869
47
$341K 0.1%
10,300
48
$308K 0.09%
2,282
-738
49
$274K 0.08%
1,579
50
$262K 0.08%
5,600
1
2
3