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
$384M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.2M
3
+$4.86M
4
PGR icon
Progressive
PGR
+$3.51M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.31M

Top Sells

1
+$8.46M
2
+$8.21M
3
+$7.14M
4
INTC icon
Intel
INTC
+$5.72M
5
J icon
Jacobs Solutions
J
+$938K

Sector Composition

1 Financials 26.15%
2 Technology 15.94%
3 Communication Services 15.09%
4 Industrials 12.98%
5 Healthcare 12.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.05M 1.57%
146,681
-7,776
27
$3.07M 0.8%
119,652
-3,476
28
$2.36M 0.61%
16,984
-24
29
$2.23M 0.58%
10,401
+110
30
$2.06M 0.53%
24,342
-390
31
$1.73M 0.45%
47,026
-1,654
32
$1.7M 0.44%
10,826
-19
33
$1.22M 0.32%
6,915
-400
34
$1.19M 0.31%
5,734
35
$1.18M 0.31%
4,332
36
$996K 0.26%
+34,214
37
$907K 0.24%
3,370
-68
38
$767K 0.2%
25,427
-4,576
39
$683K 0.18%
1,828
-15
40
$656K 0.17%
5,161
41
$644K 0.17%
2,569
-20
42
$624K 0.16%
9,804
43
$617K 0.16%
1,638
44
$593K 0.15%
8,305
-196
45
$582K 0.15%
3,926
46
$551K 0.14%
4,576
-119
47
$538K 0.14%
12,692
48
$491K 0.13%
2,245
-10
49
$466K 0.12%
2,860
50
$441K 0.11%
3,772
1
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