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
$459M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$941K
3
+$661K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$612K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$307K

Top Sells

1
+$4.69M
2
+$1.99M
3
+$729K
4
BAC icon
Bank of America
BAC
+$662K
5
OXY icon
Occidental Petroleum
OXY
+$591K

Sector Composition

1 Financials 31.26%
2 Technology 16.19%
3 Healthcare 10.24%
4 Industrials 8.75%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.96M 1.08%
100,865
-6,795
27
$4.88M 1.06%
146,772
-2,084
28
$4.32M 0.94%
150,836
+21,402
29
$4.17M 0.91%
+87,718
30
$3.79M 0.83%
156,338
-3,112
31
$3.73M 0.81%
130,100
+1,797
32
$3.36M 0.73%
41,746
-2,371
33
$2.79M 0.61%
18,701
-212
34
$2.54M 0.55%
5,346
+1,979
35
$2.49M 0.54%
9,564
36
$2.11M 0.46%
86,537
+1,374
37
$1.65M 0.36%
10,507
-59
38
$1.61M 0.35%
62,725
+6,249
39
$1.52M 0.33%
10,356
-32
40
$1.39M 0.3%
43,430
+9,587
41
$1.32M 0.29%
54,766
+1,694
42
$1.3M 0.28%
49,778
-179,624
43
$1.28M 0.28%
51,608
+3,658
44
$1.26M 0.28%
5,146
-31
45
$1.15M 0.25%
50,580
-3,703
46
$1.03M 0.22%
35,820
-1,306
47
$825K 0.18%
5,432
+290
48
$823K 0.18%
3,163
-11
49
$695K 0.15%
3,670
-48
50
$642K 0.14%
10,895
-45
1
2
3 4