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
$299M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$18.8M
2 +$18.3M
3 +$18.1M
4
WFC icon
Wells Fargo
WFC
+$18M
5
CVS icon
CVS Health
CVS
+$16.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 23.71%
2 Consumer Discretionary 15.85%
3 Industrials 15.16%
4 Healthcare 12.36%
5 Energy 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$247K 0.08%
+3,947
52
$245K 0.08%
+5,916
53
$225K 0.08%
+2,768
54
$212K 0.07%
+2,565
55
$180K 0.06%
+2,977
56
$165K 0.06%
+11,567