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
$336M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.5M
3
+$919K
4
VLO icon
Valero Energy
VLO
+$874K
5
DG icon
Dollar General
DG
+$212K

Top Sells

1
+$10.5M
2
+$3.77M
3
+$572K
4
MSFT icon
Microsoft
MSFT
+$561K
5
KMX icon
CarMax
KMX
+$561K

Sector Composition

1 Financials 24.4%
2 Technology 17.85%
3 Communication Services 13.83%
4 Healthcare 13.57%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 1.52%
142,774
-3,439
27
$3.83M 1.14%
26,832
-1,187
28
$3.17M 0.94%
123,128
-9,732
29
$2.36M 0.7%
17,008
30
$1.78M 0.53%
24,732
-1,698
31
$1.7M 0.51%
10,291
32
$1.7M 0.5%
48,680
-56
33
$1.61M 0.48%
10,845
+309
34
$1.22M 0.36%
4,332
-1,600
35
$1.15M 0.34%
7,315
36
$1.13M 0.34%
5,734
37
$762K 0.23%
3,438
38
$705K 0.21%
30,003
-447,176
39
$617K 0.18%
1,843
-65
40
$581K 0.17%
1,638
41
$580K 0.17%
9,804
42
$572K 0.17%
2,589
-6
43
$546K 0.16%
4,695
44
$544K 0.16%
3,926
45
$497K 0.15%
5,161
46
$489K 0.15%
8,501
47
$451K 0.13%
2,255
+441
48
$450K 0.13%
2,860
49
$436K 0.13%
12,692
50
$433K 0.13%
7,136
1
2
3