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
$430M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.37M
3
+$1.18M
4
STOR
STORE Capital Corporation
STOR
+$768K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$8.34M
2
+$5.62M
3
+$886K
4
RHI icon
Robert Half
RHI
+$624K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$524K

Sector Composition

1 Financials 29.26%
2 Technology 15.34%
3 Communication Services 14.41%
4 Industrials 13.81%
5 Healthcare 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 0.56%
21,600
27
$2.1M 0.49%
40,601
-3,827
28
$2.1M 0.49%
13,737
-74
29
$1.94M 0.45%
10,154
-20
30
$1.86M 0.43%
10,471
+145
31
$1.57M 0.37%
5,758
+13
32
$1.53M 0.36%
17,801
+301
33
$1.46M 0.34%
3,228
+1,400
34
$1.41M 0.33%
3,381
+6
35
$1.2M 0.28%
45,148
+7,880
36
$1.17M 0.27%
24,089
-195
37
$732K 0.17%
9,371
+231
38
$725K 0.17%
5,321
+96
39
$720K 0.17%
2,572
+1
40
$701K 0.16%
3,301
41
$676K 0.16%
10,906
+61
42
$666K 0.16%
3,978
-10
43
$645K 0.15%
3,782
+6
44
$612K 0.14%
7,459
-101,637
45
$597K 0.14%
3,660
+600
46
$595K 0.14%
4,260
+40
47
$544K 0.13%
2,566
-131
48
$519K 0.12%
6,172
+6
49
$518K 0.12%
2,335
+29
50
$511K 0.12%
10,309
+7
1
2
3