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
$302M
AUM Growth
-$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.67M
3
+$6.21M
4
WFC icon
Wells Fargo
WFC
+$4.12M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.12M

Top Sells

1
+$15.5M
2
+$7.68M
3
+$4.28M
4
OIH icon
VanEck Oil Services ETF
OIH
+$3.54M
5
CABO icon
Cable One
CABO
+$335K

Sector Composition

1 Financials 21.69%
2 Technology 16.58%
3 Healthcare 14.75%
4 Communication Services 14.75%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5M 1.66%
145,153
+656
27
$4.62M 1.53%
61,239
+1,432
28
$4.35M 1.44%
402,017
+115,907
29
$4.07M 1.35%
74,136
+12,213
30
$3.58M 1.18%
138,426
-5,246
31
$3.12M 1.03%
+28,157
32
$1.96M 0.65%
27,082
+452
33
$1.87M 0.62%
16,995
+72
34
$1.65M 0.55%
53,268
-2,579
35
$1.57M 0.52%
10,501
-140
36
$1.37M 0.45%
10,433
+303
37
$1.02M 0.34%
+6,534
38
$809K 0.27%
5,734
39
$801K 0.27%
13,492
-75
40
$680K 0.23%
7,315
41
$633K 0.21%
2,455
-325
42
$554K 0.18%
9,804
43
$497K 0.16%
4,687
-87
44
$475K 0.16%
3,438
45
$472K 0.16%
3,926
46
$467K 0.15%
1,638
47
$462K 0.15%
5,134
48
$443K 0.15%
5,379
49
$427K 0.14%
12,692
50
$402K 0.13%
7,136
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