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
$403M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$330K
3
+$234K
4
SPG icon
Simon Property Group
SPG
+$225K
5
HD icon
Home Depot
HD
+$213K

Top Sells

1
+$12M
2
+$5.34M
3
+$4.67M
4
NVO icon
Novo Nordisk
NVO
+$4.35M
5
DIS icon
Walt Disney
DIS
+$3.19M

Sector Composition

1 Financials 28.73%
2 Communication Services 15.67%
3 Technology 14.71%
4 Industrials 14.51%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.61%
23,640
27
$2.29M 0.57%
16,984
28
$1.89M 0.47%
48,292
-334
29
$1.75M 0.43%
10,611
+35
30
$1.67M 0.41%
6,915
31
$1.26M 0.31%
5,734
32
$1.19M 0.29%
3,370
33
$1.11M 0.28%
24,554
-755
34
$1.03M 0.25%
3,300
35
$1M 0.25%
35,246
+774
36
$807K 0.2%
5,186
+25
37
$782K 0.19%
1,828
38
$735K 0.18%
2,569
39
$704K 0.17%
8,252
-28
40
$650K 0.16%
12,692
41
$649K 0.16%
9,804
42
$630K 0.16%
4,495
-81
43
$588K 0.15%
3,966
+40
44
$584K 0.14%
10,800
45
$566K 0.14%
10,075
-209
46
$540K 0.13%
2,309
+63
47
$531K 0.13%
3,772
48
$521K 0.13%
4,160
49
$506K 0.13%
2,940
+60
50
$441K 0.11%
9,077
-28
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