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
$321M
AUM Growth
-$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$4.7M
2 +$1.13M
3 +$275K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.07K

Top Sells

1 +$9.2M
2 +$7.97M
3 +$7M
4
JCI icon
Johnson Controls International
JCI
+$2.58M
5
CLX icon
Clorox
CLX
+$869K

Sector Composition

1 Industrials 26.39%
2 Financials 16.46%
3 Consumer Discretionary 15.85%
4 Energy 12.8%
5 Healthcare 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-166,426
52
-7,473