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
$360M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1 +$9.74M
2 +$9.2M
3 +$6.88M
4
XOM icon
Exxon Mobil
XOM
+$870K
5
JEF icon
Jefferies Financial Group
JEF
+$813K

Top Sells

1 +$9.72M
2 +$6.81M
3 +$925K
4
CVS icon
CVS Health
CVS
+$265K
5
MRK icon
Merck
MRK
+$116K

Sector Composition

1 Financials 25.27%
2 Consumer Discretionary 21.61%
3 Industrials 13.82%
4 Healthcare 11.19%
5 Technology 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$298K 0.08%
3,477
52
$279K 0.08%
2,565
53
$269K 0.07%
+11,592
54
$264K 0.07%
3,947
55
$260K 0.07%
1,395
56
$251K 0.07%
2,768
57
$250K 0.07%
11,367
-200
58
$227K 0.06%
3,324
59
$214K 0.06%
+3,675