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
$426M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$9.77M
4
WAT icon
Waters Corp
WAT
+$9.51M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.34M

Top Sells

1
+$11.6M
2
+$8M
3
+$4.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.23M
5
AAPL icon
Apple
AAPL
+$938K

Sector Composition

1 Financials 30.66%
2 Technology 17.5%
3 Healthcare 9.38%
4 Communication Services 8.95%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 1.08%
148,790
27
$4.6M 1.08%
107,673
+39
28
$4.06M 0.95%
169,040
-2,696
29
$3.54M 0.83%
44,154
-3,546
30
$3.36M 0.79%
126,572
+31,923
31
$3.32M 0.78%
121,453
+2,675
32
$3.03M 0.71%
19,286
-1,201
33
$2.09M 0.49%
9,889
-20
34
$1.99M 0.47%
+85,163
35
$1.74M 0.41%
10,498
-608
36
$1.68M 0.4%
11,098
-120
37
$1.51M 0.35%
3,399
+30
38
$1.38M 0.32%
37,560
-2,117
39
$1.34M 0.32%
54,942
+4,420
40
$1.18M 0.28%
47,864
41
$1.17M 0.27%
54,283
+17,787
42
$1.16M 0.27%
5,668
+16
43
$1.15M 0.27%
49,034
+7,981
44
$1.08M 0.25%
17,949
-6,482
45
$1.03M 0.24%
33,843
+6,116
46
$748K 0.18%
3,152
-425
47
$704K 0.17%
3,742
+4
48
$697K 0.16%
3,765
-51
49
$658K 0.15%
10,928
50
$643K 0.15%
4,936
+135
1
2
3 4