HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$4.93M
3
+$3.14M
4
NVO icon
Novo Nordisk
NVO
+$779K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$300K

Top Sells

1
+$16.9M
2
+$3.06M
3
+$1.05M
4
MSFT icon
Microsoft
MSFT
+$587K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$534K

Sector Composition

1 Financials 30.8%
2 Technology 19.3%
3 Consumer Discretionary 7.98%
4 Healthcare 6.72%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.88M 1.5%
144,472
-3,696
27
$7.71M 1.47%
200,696
+995
28
$7.6M 1.45%
57,561
-713
29
$7.07M 1.35%
98,511
30
$5.72M 1.09%
183,012
+863
31
$4.82M 0.92%
146,048
+1,486
32
$4.27M 0.82%
85,642
+4,035
33
$4.22M 0.81%
173,421
+9,216
34
$3.21M 0.61%
19,160
-1,351
35
$2.17M 0.41%
80,625
+168
36
$1.84M 0.35%
3,292
-486
37
$1.77M 0.34%
10,380
-23
38
$1.75M 0.33%
67,703
+1,502
39
$1.69M 0.32%
10,194
-254
40
$1.6M 0.3%
45,736
41
$1.59M 0.3%
59,048
+11,156
42
$1.54M 0.29%
9,057
-147
43
$1.49M 0.28%
56,699
+212
44
$1.42M 0.27%
27,520
+307
45
$1.41M 0.27%
1,493
+1
46
$1.36M 0.26%
23,132
47
$1.22M 0.23%
48,891
48
$1.19M 0.23%
4,856
-435
49
$1.18M 0.23%
5,005
+6
50
$1.15M 0.22%
3,284
-162
1
2
3 4