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
$387M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$628K
3
+$461K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$429K
5
ABBV icon
AbbVie
ABBV
+$203K

Top Sells

1
+$5.05M
2
+$1.76M
3
+$1.22M
4
DE icon
Deere & Co
DE
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$719K

Sector Composition

1 Financials 31.17%
2 Technology 14.36%
3 Energy 10.41%
4 Communication Services 9.76%
5 Healthcare 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.95%
20,485
-1,715
27
$3.64M 0.94%
47,666
-66,274
28
$2.73M 0.7%
109,017
-397
29
$2.04M 0.53%
39,802
-1,626
30
$1.99M 0.51%
11,262
-167
31
$1.92M 0.5%
10,079
-60
32
$1.78M 0.46%
30,431
33
$1.76M 0.46%
73,509
+19,190
34
$1.71M 0.44%
11,264
-2,388
35
$1.3M 0.34%
3,394
-107
36
$1.18M 0.3%
47,864
37
$1.17M 0.3%
5,653
-115
38
$790K 0.2%
35,987
39
$748K 0.19%
3,601
-95
40
$735K 0.19%
34,749
-18,805
41
$705K 0.18%
3,902
-74
42
$697K 0.18%
10,956
+6
43
$677K 0.17%
30,696
44
$618K 0.16%
3,735
-51
45
$508K 0.13%
3,607
-324
46
$502K 0.13%
3,113
+1
47
$480K 0.12%
7,175
-3
48
$475K 0.12%
3,545
-1,632
49
$443K 0.11%
1,403
+1
50
$429K 0.11%
+17,668
1
2
3