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
$300M
AUM Growth
-$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$8.49M
2
+$3.05M
3
+$1.14M
4
JPM icon
JPMorgan Chase
JPM
+$485K
5
COST icon
Costco
COST
+$384K

Top Sells

1
+$6.87M
2
+$3.45M
3
+$1.17M
4
DNOW icon
DNOW Inc
DNOW
+$919K
5
MOS icon
The Mosaic Company
MOS
+$769K

Sector Composition

1 Consumer Discretionary 18.45%
2 Healthcare 17.36%
3 Financials 15.53%
4 Industrials 14.69%
5 Materials 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$262K 0.09%
4,500
+1,000
52
$252K 0.08%
1,579
-30
53
$212K 0.07%
+1,670
54
$204K 0.07%
2,820
55
$201K 0.07%
1,335
-35
56
$195K 0.07%
5,376
-570
57
– –
-3,780
58
– –
-8,312
1 2
3