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
$340M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$622K
3
+$2.47K

Top Sells

1
+$11.3M
2
+$6.32M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$746K
5
RTX icon
RTX Corp
RTX
+$673K

Sector Composition

1 Financials 25.69%
2 Consumer Discretionary 17.73%
3 Industrials 12.66%
4 Healthcare 11.73%
5 Technology 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$272K 0.08%
1,395
52
$263K 0.08%
3,437
-40
53
$256K 0.08%
2,590
+25
54
$227K 0.07%
2,768
55
$227K 0.07%
3,947
56
$220K 0.06%
11,367
57
$217K 0.06%
3,324
58
– –
-6,105
59
– –
-3,675
60
– –
-9,344
1 2
3