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
$401M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.19M
3
+$877K
4
VRSN icon
VeriSign
VRSN
+$674K
5
CDK
CDK Global, Inc.
CDK
+$478K

Top Sells

1
+$10.2M
2
+$6.49M
3
+$482K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$472K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Financials 26.76%
2 Communication Services 14.9%
3 Industrials 14.3%
4 Technology 12.98%
5 Healthcare 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 0.65%
10,289
-112
27
$2.48M 0.62%
23,640
-702
28
$2.3M 0.57%
16,984
29
$1.76M 0.44%
48,626
+1,600
30
$1.74M 0.43%
10,576
-250
31
$1.37M 0.34%
6,915
32
$1.26M 0.32%
5,734
33
$1.26M 0.31%
3,370
34
$989K 0.25%
25,309
-118
35
$972K 0.24%
34,472
+258
36
$862K 0.22%
3,300
-1,032
37
$786K 0.2%
5,161
38
$724K 0.18%
1,828
39
$682K 0.17%
2,569
40
$658K 0.16%
10,284
-160,043
41
$650K 0.16%
9,804
42
$640K 0.16%
8,280
-25
43
$600K 0.15%
12,692
44
$583K 0.15%
4,576
45
$569K 0.14%
10,800
+5,200
46
$555K 0.14%
3,926
47
$475K 0.12%
2,246
+1
48
$459K 0.11%
3,772
49
$448K 0.11%
10,300
50
$446K 0.11%
2,880
+20
1
2
3