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
$583M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.29M
3
+$1.05M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$801K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$786K

Top Sells

1
+$8.65M
2
+$8.57M
3
+$556K
4
ZTS icon
Zoetis
ZTS
+$483K
5
DEO icon
Diageo
DEO
+$479K

Sector Composition

1 Financials 29.26%
2 Technology 18.89%
3 Communication Services 7.84%
4 Healthcare 7.13%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$240B
$1.12M 0.19%
3,781
+466
UNP icon
52
Union Pacific
UNP
$145B
$1.08M 0.18%
4,652
+1
COST icon
53
Costco
COST
$445B
$1.06M 0.18%
1,226
V icon
54
Visa
V
$600B
$1.06M 0.18%
3,009
+5
IJT icon
55
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.53B
$1.05M 0.18%
7,465
GLW icon
56
Corning
GLW
$108B
$913K 0.16%
10,426
VOO icon
57
Vanguard S&P 500 ETF
VOO
$857B
$793K 0.14%
+1,265
VEEV icon
58
Veeva Systems
VEEV
$31.4B
$698K 0.12%
3,125
KO icon
59
Coca-Cola
KO
$335B
$654K 0.11%
9,358
+8
DFGR icon
60
Dimensional Global Real Estate ETF
DFGR
$3.32B
$645K 0.11%
24,432
+2,152
DFSU icon
61
Dimensional US Sustainability Core 1 ETF
DFSU
$1.89B
$633K 0.11%
14,570
-954
CAT icon
62
Caterpillar
CAT
$327B
$564K 0.1%
985
-31
ROK icon
63
Rockwell Automation
ROK
$41.2B
$528K 0.09%
1,357
PFE icon
64
Pfizer
PFE
$154B
$517K 0.09%
20,774
-3,146
LLY icon
65
Eli Lilly
LLY
$868B
$512K 0.09%
476
+7
DIS icon
66
Walt Disney
DIS
$177B
$495K 0.08%
4,349
-24
GDX icon
67
VanEck Gold Miners ETF
GDX
$30.2B
$465K 0.08%
5,416
AMGN icon
68
Amgen
AMGN
$198B
$448K 0.08%
1,369
+6
FLOT icon
69
iShares Floating Rate Bond ETF
FLOT
$9.17B
$446K 0.08%
8,771
-297
PEP icon
70
PepsiCo
PEP
$216B
$417K 0.07%
2,907
+5
NVDA icon
71
NVIDIA
NVDA
$4.46T
$416K 0.07%
2,228
+15
MCD icon
72
McDonald's
MCD
$234B
$396K 0.07%
1,296
+13
MRSH
73
Marsh
MRSH
$85.4B
$371K 0.06%
1,998
-2
HD icon
74
Home Depot
HD
$342B
$370K 0.06%
1,076
+1
DFAW icon
75
Dimensional World Equity ETF
DFAW
$1.15B
$333K 0.06%
+4,499
1 2
3
4 5