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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$14M
2
+$9.8M
3
+$8.86M
4
WFC icon
Wells Fargo
WFC
+$360K
5
MOS icon
The Mosaic Company
MOS
+$156K

Top Sells

1
+$11.4M
2
+$1.25M
3
+$893K
4
CVS icon
CVS Health
CVS
+$409K
5
INTC icon
Intel
INTC
+$402K

Sector Composition

1 Industrials 24.32%
2 Consumer Discretionary 17.82%
3 Financials 16.11%
4 Energy 12.15%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$214K 0.06%
3,947
52
– –
-8,412
53
– –
-3,035
54
– –
-6,062
55
– –
-12,999
56
– –
-2,500
1 2
3