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
$489M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13M
3
+$11.1M
4
WAT icon
Waters Corp
WAT
+$4.24M
5
IAU icon
iShares Gold Trust
IAU
+$1.02M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$7.94M
4
COF icon
Capital One
COF
+$7.26M
5
BAC icon
Bank of America
BAC
+$6.8M

Sector Composition

1 Financials 27.16%
2 Technology 18.59%
3 Healthcare 12.56%
4 Industrials 7.45%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.98M 1.22%
100,630
-264
27
$5.82M 1.19%
155,285
+2,444
28
$5.17M 1.06%
160,230
-76,702
29
$4.47M 0.91%
150,702
+10,570
30
$4.03M 0.82%
82,952
-4,766
31
$3.76M 0.77%
156,382
+352
32
$3.02M 0.62%
19,292
+600
33
$1.91M 0.39%
72,625
+5,115
34
$1.81M 0.37%
3,324
-47
35
$1.71M 0.35%
10,352
-4
36
$1.69M 0.35%
9,279
-35
37
$1.65M 0.34%
63,763
+5,541
38
$1.54M 0.32%
10,553
+35
39
$1.51M 0.31%
45,736
40
$1.41M 0.29%
1,664
+1,006
41
$1.29M 0.26%
49,712
-66
42
$1.27M 0.26%
49,939
-36,728
43
$1.17M 0.24%
47,950
44
$1.12M 0.23%
4,941
-11
45
$1.12M 0.23%
5,770
+44
46
$1.03M 0.21%
5,089
+2,999
47
$1.02M 0.21%
+23,132
48
$961K 0.2%
43,503
-7,962
49
$959K 0.2%
+7,465
50
$954K 0.2%
34,104
-799
1
2
3 4