We are live on ! Find out more
HCM

Hutchinson Capital Management Portfolio holdings

AUM $544M
1-Year Est. Return 9.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
-$39.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$4.56M
3
+$2.91M
4
MTBA icon
Simplify MBS ETF
MTBA
+$2.19M
5
AMZN icon
Amazon
AMZN
+$2M

Top Sells

1
+$14.7M
2
+$9.57M
3
+$7.9M
4
BAC icon
Bank of America
BAC
+$6.41M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.27M

Sector Composition

1 Financials 26.83%
2 Technology 20.04%
3 Energy 7.2%
4 Healthcare 7.09%
5 Industrials 6.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNP icon
51
Union Pacific
UNP
$153B
$1.13M 0.21%
4,674
+22
IJT icon
52
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.87B
$1.08M 0.2%
7,465
GOOG icon
53
Alphabet (Google) Class C
GOOG
$4.48T
$1M 0.18%
3,487
-116
IBM icon
54
IBM
IBM
$234B
$916K 0.17%
3,777
-4
V icon
55
Visa
V
$622B
$912K 0.17%
3,018
+9
DFGR icon
56
Dimensional Global Real Estate ETF
DFGR
$3.59B
$751K 0.14%
28,246
+3,814
KO icon
57
Coca-Cola
KO
$342B
$712K 0.13%
9,358
CAT icon
58
Caterpillar
CAT
$454B
$660K 0.12%
932
-53
DFSU icon
59
Dimensional US Sustainability Core 1 ETF
DFSU
$2.17B
$599K 0.11%
14,570
VEEV icon
60
Veeva Systems
VEEV
$24.9B
$548K 0.1%
3,121
-4
PFE icon
61
Pfizer
PFE
$144B
$531K 0.1%
18,923
-1,851
GDX icon
62
VanEck Gold Miners ETF
GDX
$25.1B
$497K 0.09%
5,416
ROK icon
63
Rockwell Automation
ROK
$52.7B
$487K 0.09%
1,357
AMGN icon
64
Amgen
AMGN
$182B
$482K 0.09%
1,369
PEP icon
65
PepsiCo
PEP
$194B
$449K 0.08%
2,892
-15
FLOT icon
66
iShares Floating Rate Bond ETF
FLOT
$9.59B
$447K 0.08%
8,771
LLY icon
67
Eli Lilly
LLY
$980B
$437K 0.08%
475
-1
DIS icon
68
Walt Disney
DIS
$180B
$418K 0.08%
4,339
-10
MCD icon
69
McDonald's
MCD
$198B
$408K 0.08%
1,314
+18
NVDA icon
70
NVIDIA
NVDA
$5.1T
$390K 0.07%
2,234
+6
SBUX icon
71
Starbucks
SBUX
$115B
$373K 0.07%
4,167
-155,620
VOO icon
72
Vanguard S&P 500 ETF
VOO
$985B
$357K 0.07%
597
-668
MRSH
73
Marsh
MRSH
$78.2B
$347K 0.06%
1,999
+1
DFAW icon
74
Dimensional World Equity ETF
DFAW
$1.42B
$335K 0.06%
4,537
+38
DFAR icon
75
Dimensional US Real Estate ETF
DFAR
$1.7B
$330K 0.06%
13,966
+3,998
1 2
3
4 5