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
$332M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.96M
3
+$7.49M
4
USB icon
US Bancorp
USB
+$6.92M
5
THO icon
Thor Industries
THO
+$6.11M

Top Sells

1
+$10.2M
2
+$9.01M
3
+$6.58M
4
JCI icon
Johnson Controls International
JCI
+$3M
5
CPB icon
Campbell Soup
CPB
+$2.99M

Sector Composition

1 Consumer Discretionary 17.47%
2 Financials 16.23%
3 Industrials 14.98%
4 Healthcare 13.15%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$257K 0.08%
5,153
-223
52
$234K 0.07%
1,335
53
$225K 0.07%
2,820
54
$223K 0.07%
+2,500
55
$219K 0.07%
1,620
-50
56
$205K 0.06%
+1,080
57
$200K 0.06%
3,200
-1,300
58
$140K 0.04%
10,801
-507,432
59
– –
-90,658
60
– –
-101,202
61
– –
-84,350
1 2
3