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
$359M
AUM Growth
+$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$6.35M
3
+$6.34M
4
CVS icon
CVS Health
CVS
+$2.29M
5
CCL icon
Carnival Corp
CCL
+$265K

Top Sells

1
+$4.73M
2
+$3.4M
3
+$63.3K
4
PFE icon
Pfizer
PFE
+$29K
5
BA icon
Boeing
BA
+$10.5K

Sector Composition

1 Consumer Discretionary 17.87%
2 Industrials 15.9%
3 Healthcare 15.04%
4 Financials 14.13%
5 Energy 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$259K 0.07%
5,600
52
$257K 0.07%
1,370
53
$238K 0.07%
3,500
54
$235K 0.07%
3,780
55
$207K 0.06%
+2,820
1 2
3