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
$494M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$8.33M
3
+$834K
4
DEO icon
Diageo
DEO
+$564K
5
KMX icon
CarMax
KMX
+$458K

Top Sells

1
+$8.32M
2
+$6.64M
3
+$6.23M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.03M

Sector Composition

1 Financials 31.79%
2 Technology 14.79%
3 Healthcare 10.58%
4 Energy 8.74%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.85M 1.18%
100,894
+29
27
$5.58M 1.13%
152,841
+6,069
28
$4.23M 0.86%
140,132
+10,032
29
$4.2M 0.85%
87,718
30
$3.76M 0.76%
156,030
-308
31
$2.95M 0.6%
18,692
-9
32
$2.2M 0.45%
86,667
+130
33
$1.82M 0.37%
67,510
+4,785
34
$1.8M 0.36%
9,314
-250
35
$1.76M 0.36%
3,371
-1,975
36
$1.68M 0.34%
10,356
37
$1.66M 0.34%
10,518
+11
38
$1.54M 0.31%
45,736
+2,306
39
$1.44M 0.29%
58,222
+3,456
40
$1.3M 0.26%
49,778
41
$1.22M 0.25%
4,952
-194
42
$1.18M 0.24%
47,950
-3,658
43
$1.15M 0.23%
51,465
+885
44
$1.03M 0.21%
5,726
+294
45
$969K 0.2%
34,903
-917
46
$885K 0.18%
3,172
+9
47
$757K 0.15%
3,676
+6
48
$723K 0.15%
3,119
+2
49
$670K 0.14%
5,472
+10
50
$650K 0.13%
3,712
-4
1
2
3 4