HCM

Hutchinson Capital Management Portfolio holdings

AUM $583M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.95M
3
+$2.79M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M
5
CMCSA icon
Comcast
CMCSA
+$1.71M

Top Sells

1
+$7.88M
2
+$4.25M
3
+$692K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$569K
5
J icon
Jacobs Solutions
J
+$467K

Sector Composition

1 Financials 30.02%
2 Technology 19.05%
3 Consumer Discretionary 7.34%
4 Communication Services 6.67%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.88M 1.8%
276,800
+49,473
27
$7.89M 1.44%
98,511
28
$7.6M 1.39%
56,512
-1,049
29
$7.57M 1.38%
104,174
-3,909
30
$7.09M 1.29%
205,029
+22,017
31
$5.02M 0.92%
140,144
-5,904
32
$4.41M 0.8%
87,714
+2,072
33
$4.19M 0.76%
171,722
-1,699
34
$3.01M 0.55%
57,862
+53,908
35
$2.56M 0.47%
86,952
+6,327
36
$2.48M 0.45%
17,350
-1,810
37
$2.16M 0.39%
74,564
+6,861
38
$1.8M 0.33%
45,736
39
$1.79M 0.33%
2,901
-391
40
$1.7M 0.31%
57,734
+1,035
41
$1.69M 0.31%
67,675
+18,784
42
$1.67M 0.3%
+25,437
43
$1.64M 0.3%
30,439
+2,919
44
$1.64M 0.3%
10,268
-112
45
$1.61M 0.29%
7,706
-1,351
46
$1.58M 0.29%
59,140
+92
47
$1.44M 0.26%
23,132
48
$1.41M 0.26%
4,856
49
$1.37M 0.25%
1,387
-106
50
$1.13M 0.21%
7,416
-2,778
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