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
$369M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$3.65M
3
+$3.2M
4
AAPL icon
Apple
AAPL
+$1.13M
5
XOM icon
Exxon Mobil
XOM
+$894K

Top Sells

1
+$7.84M
2
+$3.18M
3
+$533K
4
BEN icon
Franklin Resources
BEN
+$515K
5
CABO icon
Cable One
CABO
+$396K

Sector Composition

1 Financials 19.75%
2 Consumer Discretionary 15.37%
3 Industrials 13.48%
4 Healthcare 12.03%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.33M 1.99%
80,627
-213
27
$7.26M 1.96%
102,761
+12,657
28
$6.89M 1.87%
238,899
-17,836
29
$5.38M 1.46%
262,320
+17,890
30
$4.97M 1.35%
129,907
-821
31
$4.96M 1.34%
60,662
+218
32
$4.06M 1.1%
10,666
+520
33
$3.65M 0.99%
+144,270
34
$3.61M 0.98%
170,334
-150,194
35
$3.39M 0.92%
28,574
-121
36
$3.2M 0.87%
+13,606
37
$2.38M 0.65%
19,158
-205
38
$1.76M 0.48%
51,605
+208
39
$1.31M 0.35%
10,130
-73
40
$1.17M 0.32%
13,581
+715
41
$929K 0.25%
5,734
42
$875K 0.24%
+2,948
43
$782K 0.21%
7,315
44
$723K 0.2%
9,804
45
$664K 0.18%
4,774
46
$604K 0.16%
5,134
-70
47
$580K 0.16%
3,438
+70
48
$574K 0.16%
12,692
49
$538K 0.15%
3,926
50
$472K 0.13%
1,638
1
2
3