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
$319M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$637K
3
+$574K
4
CB
CHUBB CORPORATION
CB
+$519K
5
XOM icon
Exxon Mobil
XOM
+$330K

Top Sells

1
+$11.5M
2
+$8.61M
3
+$6.12M
4
MSFT icon
Microsoft
MSFT
+$5.07M
5
JCI icon
Johnson Controls International
JCI
+$4.48M

Sector Composition

1 Financials 29.48%
2 Consumer Discretionary 18.82%
3 Industrials 12.82%
4 Healthcare 11.61%
5 Technology 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$258K 0.08%
11,367
52
$242K 0.08%
2,768
53
$230K 0.07%
3,324
54
$228K 0.07%
3,947
55
$207K 0.06%
2,583
56
– –
-1,163,444
57
– –
-2,937
58
– –
-102,546
59
– –
-17,105
60
– –
-35,360
61
– –
-53,799
62
– –
-31,101
1 2
3