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
$354M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$2.49M
3
+$2.03M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.76M
5
DNOW icon
DNOW Inc
DNOW
+$1.73M

Top Sells

1
+$1.62M
2
+$1.39M
3
+$837K
4
CVS icon
CVS Health
CVS
+$734K
5
MSFT icon
Microsoft
MSFT
+$730K

Sector Composition

1 Financials 26.07%
2 Consumer Discretionary 21.06%
3 Industrials 12.8%
4 Healthcare 12.22%
5 Technology 11.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$328K 0.09%
5,725
-180
52
$321K 0.09%
11,628
+36
53
$301K 0.08%
2,523
54
$295K 0.08%
1,967
-1,201
55
$290K 0.08%
1,395
56
$261K 0.07%
5,788
-6,821
57
$261K 0.07%
11,367
58
$245K 0.07%
2,768
59
$236K 0.07%
2,583
-7
60
$230K 0.06%
3,324
61
$211K 0.06%
3,947
62
$203K 0.06%
2,937
-500
1 2
3