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
$382M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$515K
3
+$222K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$203K
5
PFE icon
Pfizer
PFE
+$158K

Top Sells

1
+$7.06M
2
+$6.89M
3
+$4.97M
4
MRK icon
Merck
MRK
+$346K
5
PG icon
Procter & Gamble
PG
+$279K

Sector Composition

1 Financials 16.72%
2 Consumer Discretionary 16.49%
3 Healthcare 13.02%
4 Technology 12.16%
5 Communication Services 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.68M 2.01%
682,953
+9,502
27
$7.28M 1.91%
104,374
+1,613
28
$6.19M 1.62%
286,110
+23,790
29
$5.56M 1.45%
59,807
-855
30
$4.28M 1.12%
170,932
+598
31
$3.63M 0.95%
143,672
-598
32
$3.54M 0.93%
13,361
-245
33
$3.47M 0.91%
10,641
-25
34
$3.21M 0.84%
26,630
-1,944
35
$2.11M 0.55%
16,923
-2,235
36
$2.08M 0.54%
55,847
+4,242
37
$1.48M 0.39%
10,130
38
$1.28M 0.33%
13,567
-14
39
$1.04M 0.27%
5,734
40
$937K 0.25%
7,315
41
$895K 0.23%
2,780
-168
42
$742K 0.19%
9,804
43
$716K 0.19%
5,134
44
$639K 0.17%
12,692
45
$611K 0.16%
4,774
46
$596K 0.16%
3,438
47
$537K 0.14%
3,926
48
$514K 0.13%
2,535
49
$509K 0.13%
5,379
50
$481K 0.13%
1,638
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