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
$356M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$7.23M
3
+$2.3M
4
UNP icon
Union Pacific
UNP
+$983K
5
PG icon
Procter & Gamble
PG
+$416K

Top Sells

1
+$536K
2
+$490K
3
+$389K
4
INGR icon
Ingredion
INGR
+$219K
5
DNOW icon
DNOW Inc
DNOW
+$195K

Sector Composition

1 Consumer Discretionary 17.99%
2 Financials 17.85%
3 Industrials 14.31%
4 Healthcare 12%
5 Communication Services 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.1%
10,300
52
$312K 0.09%
+1,800
53
$285K 0.08%
5,600
54
$270K 0.08%
5,153
55
$256K 0.07%
2,700
+200
56
$240K 0.07%
1,155
+75
57
$237K 0.07%
2,820
58
$221K 0.06%
3,400
+200
59
$219K 0.06%
1,335
60
$216K 0.06%
+1,950
61
$214K 0.06%
1,570
-50
62
$213K 0.06%
1,470
-109
63
– –
-10,801
1 2
3