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
$309M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$9.38M
2
+$1.42M
3
+$625K
4
MKL icon
Markel Group
MKL
+$210K
5
ROK icon
Rockwell Automation
ROK
+$209K

Top Sells

1
+$7.11M
2
+$2.02M
3
+$1.75M
4
CB
CHUBB CORPORATION
CB
+$1.34M
5
MDT icon
Medtronic
MDT
+$487K

Sector Composition

1 Financials 22.68%
2 Consumer Discretionary 18.35%
3 Industrials 16.45%
4 Healthcare 11.87%
5 Energy 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.09%
2,523
52
$248K 0.08%
3,947
53
$242K 0.08%
3,477
+500
54
$229K 0.07%
+2,137
55
$226K 0.07%
2,768
56
$214K 0.07%
2,565
57
$169K 0.05%
11,567
58
– –
-112,534
1 2
3