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
$316M
AUM Growth
-$2.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$16.8M
2 +$10M
3 +$4.33M
4
NOV icon
NOV
NOV
+$3.15M
5
CCL icon
Carnival Corp
CCL
+$2.99M

Top Sells

1 +$19.8M
2 +$19.2M
3 +$381K
4
CVS icon
CVS Health
CVS
+$280K
5
BK icon
Bank of New York Mellon
BK
+$231K

Sector Composition

1 Financials 19.83%
2 Industrials 19.75%
3 Consumer Discretionary 15.48%
4 Energy 12.59%
5 Healthcare 12.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$213K 0.07%
2,768
52
$203K 0.06%
+7,600
53
$200K 0.06%
+3,947
54
-564,781
55
-15,000
56
-149,326