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
$386M
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.63M
3
+$2.51M
4
STOR
STORE Capital Corporation
STOR
+$2.14M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.98M

Top Sells

1
+$6.12M
2
+$2.92M
3
+$2.42M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$732K

Sector Composition

1 Financials 29.3%
2 Communication Services 14.93%
3 Technology 14.36%
4 Industrials 13.15%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.86M 0.74%
108,234
+99,590
27
$2.17M 0.56%
41,368
+767
28
$2.06M 0.53%
11,625
+1,154
29
$2.01M 0.52%
13,949
+212
30
$1.4M 0.36%
+58,108
31
$1.39M 0.36%
10,144
-10
32
$1.32M 0.34%
3,501
+273
33
$1.24M 0.32%
47,864
+2,716
34
$1.23M 0.32%
5,750
-8
35
$1.01M 0.26%
3,379
-2
36
$735K 0.19%
3,734
+1,399
37
$693K 0.18%
11,014
+108
38
$688K 0.18%
+29,768
39
$687K 0.18%
7,533
+74
40
$686K 0.18%
+30,503
41
$673K 0.17%
4,036
+58
42
$616K 0.16%
3,112
-189
43
$588K 0.15%
3,785
+3
44
$581K 0.15%
5,160
-161
45
$556K 0.14%
3,943
+38
46
$517K 0.13%
+22,335
47
$513K 0.13%
2,575
+3
48
$507K 0.13%
4,776
+1,116
49
$481K 0.12%
7,186
+26
50
$472K 0.12%
4,320
+60
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2
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