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
$385M
AUM Growth
-$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.11M
3
+$1.59M
4
MKL icon
Markel Group
MKL
+$912K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$833K

Top Sells

1
+$21.6M
2
+$6.16M
3
+$362K
4
LLY icon
Eli Lilly
LLY
+$202K
5
RTX icon
RTX Corp
RTX
+$202K

Sector Composition

1 Financials 31.42%
2 Technology 17.39%
3 Energy 10.55%
4 Communication Services 9.85%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.83%
118,778
+9,761
27
$2.38M 0.62%
94,649
+21,140
28
$2.1M 0.55%
9,909
-170
29
$1.72M 0.45%
11,106
-156
30
$1.67M 0.43%
11,218
-46
31
$1.62M 0.42%
39,677
-125
32
$1.47M 0.38%
24,431
-6,000
33
$1.38M 0.36%
3,369
-25
34
$1.22M 0.32%
50,522
+19,826
35
$1.21M 0.31%
47,864
36
$1.14M 0.3%
5,652
-1
37
$945K 0.25%
41,053
+5,066
38
$833K 0.22%
+27,727
39
$806K 0.21%
3,577
-24
40
$784K 0.2%
36,496
+1,747
41
$723K 0.19%
28,360
+10,692
42
$696K 0.18%
3,816
-86
43
$678K 0.18%
10,928
-28
44
$623K 0.16%
3,738
+3
45
$572K 0.15%
3,113
46
$496K 0.13%
4,801
+14
47
$474K 0.12%
3,616
+9
48
$465K 0.12%
4,468
+190
49
$459K 0.12%
+9,109
50
$457K 0.12%
1,556
-5
1
2
3