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
$300M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$1.21M
3 +$516K
4
KSS icon
Kohl's
KSS
+$191K
5
EMR icon
Emerson Electric
EMR
+$94.4K

Top Sells

1 +$281K
2 +$265K
3 +$262K
4
AAPL icon
Apple
AAPL
+$260K
5
JEF icon
Jefferies Financial Group
JEF
+$252K

Sector Composition

1 Financials 30.88%
2 Consumer Discretionary 19.03%
3 Industrials 14.25%
4 Technology 12.06%
5 Healthcare 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$195K 0.06%
11,367
52
-8,292
53
-3,947