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
$351M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$9.31M
2 +$8.5M
3 +$723K
4
XOM icon
Exxon Mobil
XOM
+$265K
5
PG icon
Procter & Gamble
PG
+$260K

Top Sells

1 +$16.5M
2 +$361K
3 +$348K
4
ROK icon
Rockwell Automation
ROK
+$229K
5
GM icon
General Motors
GM
+$222K

Sector Composition

1 Financials 24.58%
2 Consumer Discretionary 18.57%
3 Industrials 16.91%
4 Healthcare 11.99%
5 Technology 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$263K 0.08%
3,947
52
$253K 0.07%
2,768
53
$246K 0.07%
3,477
54
$233K 0.07%
2,565
55
$225K 0.06%
+1,395
56
$217K 0.06%
+3,324
57
$206K 0.06%
11,567
58
$201K 0.06%
+10,024
59
-3,933
60
-259,955
61
-2,137