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
$322M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$8.81M
2 +$8.71M

Top Sells

1 +$7.79M
2 +$7.64M
3 +$6M
4
WSM icon
Williams-Sonoma
WSM
+$5.64M
5
VLO icon
Valero Energy
VLO
+$5.55M

Sector Composition

1 Financials 15.77%
2 Consumer Discretionary 15.48%
3 Healthcare 15.38%
4 Industrials 15.29%
5 Materials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$209K 0.07%
3,780
52
-39,260