HCM
Hutchinson Capital Management Portfolio holdings
AUM
$548M
1-Year Return
12.58%
This Quarter Return
+3.44%
1 Year Return
+12.58%
3 Year Return
+50.43%
5 Year Return
+107.91%
10 Year Return
+193.52%
AUM
$299M
AUM Growth
–
Cap. Flow
+$299M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.75%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
General Motors
GM
|
$18.8M |
| 2 |
Microsoft
MSFT
|
$18.3M |
| 3 |
Johnson Controls International
JCI
|
$18.1M |
| 4 |
Wells Fargo
WFC
|
$18M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
GSK
GSK
$79.8B
| $247K | 0.08% |
+3,947
| New | +$247K |
|
52
AbbVie
ABBV
$376B
| $245K | 0.08% |
+5,916
| New | +$245K |
|
53
Deere & Co
DE
$128B
| $225K | 0.08% |
+2,768
| New | +$225K |
|
54
Caterpillar
CAT
$197B
| $212K | 0.07% |
+2,565
| New | +$212K |
|
55
ConocoPhillips
COP
$120B
| $180K | 0.06% |
+2,977
| New | +$180K |
|
56
Corning
GLW
$59.7B
| $165K | 0.06% |
+11,567
| New | +$165K |
|