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
$338M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.94M
3
+$1.48M
4
GM icon
General Motors
GM
+$578K
5
NOV icon
NOV
NOV
+$462K

Top Sells

1
+$10.4M
2
+$7.45M
3
+$7.42M
4
MDT icon
Medtronic
MDT
+$3.84M
5
CVS icon
CVS Health
CVS
+$472K

Sector Composition

1 Financials 28.54%
2 Consumer Discretionary 20.45%
3 Industrials 13.45%
4 Healthcare 11.95%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$252K 0.07%
2,768
52
$246K 0.07%
1,395
53
$245K 0.07%
3,477
54
$241K 0.07%
11,567
55
$216K 0.06%
3,324
56
– –
-10,024
57
– –
-129,673
58
– –
-66,886
59
– –
-68,453
1 2
3