HCM

Hutchinson Capital Management Portfolio holdings

AUM $583M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$325M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.25M
3
+$6.93M
4
CB
CHUBB CORPORATION
CB
+$512K
5
XOM icon
Exxon Mobil
XOM
+$470K

Top Sells

1
+$8.91M
2
+$5.43M
3
+$805K
4
GM icon
General Motors
GM
+$330K
5
JEF icon
Jefferies Financial Group
JEF
+$317K

Sector Composition

1 Financials 29.65%
2 Consumer Discretionary 19.76%
3 Industrials 14.76%
4 Technology 11.3%
5 Healthcare 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$224K 0.07%
11,367
52
$217K 0.07%
3,324
53
$206K 0.06%
3,947
54
– –
-2,583
55
– –
-200,784
56
– –
-498,803
1 2
3