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
$325M
AUM Growth
+$6.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$9.36M
2 +$8.51M
3 +$6.52M
4
CB
CHUBB CORPORATION
CB
+$494K
5
XOM icon
Exxon Mobil
XOM
+$455K

Top Sells

1 +$8.91M
2 +$5.43M
3 +$812K
4
JEF icon
Jefferies Financial Group
JEF
+$323K
5
MKL icon
Markel Group
MKL
+$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