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

Top Buys

1 +$4.94M
2 +$2.9M
3 +$1.19M
4
JPM icon
JPMorgan Chase
JPM
+$444K
5
COST icon
Costco
COST
+$350K

Top Sells

1 +$5.1M
2 +$2.29M
3 +$1.17M
4
DNOW icon
DNOW Inc
DNOW
+$765K
5
MOS icon
The Mosaic Company
MOS
+$683K

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