HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$414M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$2.24M
3
+$1.02M
4
VRSN icon
VeriSign
VRSN
+$320K
5
CDK
CDK Global, Inc.
CDK
+$137K

Top Sells

1
+$201K
2
+$186K
3
+$151K
4
RHI icon
Robert Half
RHI
+$73.4K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$69.2K

Sector Composition

1 Financials 28.33%
2 Communication Services 17.44%
3 Technology 14.4%
4 Industrials 14.02%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.58%
23,490
-150
27
$2.38M 0.57%
16,984
28
$2.24M 0.54%
10,174
-160
29
$2.06M 0.5%
47,940
-352
30
$1.66M 0.4%
10,295
-316
31
$1.58M 0.38%
6,915
32
$1.14M 0.28%
24,554
33
$1.13M 0.27%
3,370
34
$1.12M 0.27%
5,734
35
$1.07M 0.26%
37,620
+2,374
36
$951K 0.23%
3,300
37
$849K 0.21%
5,186
38
$784K 0.19%
1,828
39
$755K 0.18%
2,569
40
$709K 0.17%
8,252
41
$658K 0.16%
12,692
42
$620K 0.15%
9,804
43
$597K 0.14%
4,495
44
$597K 0.14%
3,966
45
$571K 0.14%
3,772
46
$567K 0.14%
10,800
47
$554K 0.13%
4,160
48
$537K 0.13%
10,077
+2
49
$514K 0.12%
2,309
50
$483K 0.12%
2,940
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2
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