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
$356M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.33M
3
+$2.04M
4
UNP icon
Union Pacific
UNP
+$970K
5
PG icon
Procter & Gamble
PG
+$428K

Top Sells

1
+$560K
2
+$501K
3
+$358K
4
INGR icon
Ingredion
INGR
+$210K
5
DNOW icon
DNOW Inc
DNOW
+$201K

Sector Composition

1 Consumer Discretionary 17.99%
2 Financials 17.85%
3 Industrials 14.31%
4 Healthcare 12%
5 Communication Services 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 2.06%
+80,840
27
$7.13M 2%
320,528
-16,104
28
$6.91M 1.94%
90,104
-1,682
29
$6.12M 1.72%
244,430
+2,887
30
$5.46M 1.53%
130,728
-2,842
31
$4.99M 1.4%
60,444
-2,543
32
$3.69M 1.04%
10,146
-240
33
$3.57M 1%
28,695
-150
34
$2.12M 0.6%
19,363
+3,900
35
$2.11M 0.59%
51,397
-1,521
36
$1.42M 0.4%
10,203
-855
37
$1.05M 0.3%
12,866
-426
38
$970K 0.27%
+5,734
39
$673K 0.19%
9,804
40
$633K 0.18%
7,315
-400
41
$629K 0.18%
4,774
+2,492
42
$584K 0.16%
2,741
43
$582K 0.16%
5,204
+654
44
$561K 0.16%
12,692
45
$558K 0.16%
3,368
46
$515K 0.14%
3,926
-25
47
$491K 0.14%
5,379
-624
48
$435K 0.12%
8,600
49
$433K 0.12%
1,638
-81
50
$386K 0.11%
3,869
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