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
$369M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$3.65M
3
+$3.2M
4
AAPL icon
Apple
AAPL
+$1.13M
5
XOM icon
Exxon Mobil
XOM
+$894K

Top Sells

1
+$7.84M
2
+$3.18M
3
+$533K
4
BEN icon
Franklin Resources
BEN
+$515K
5
CABO icon
Cable One
CABO
+$396K

Sector Composition

1 Financials 19.75%
2 Consumer Discretionary 15.37%
3 Industrials 13.48%
4 Healthcare 12.03%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$467K 0.13%
5,379
52
$455K 0.12%
8,600
53
$442K 0.12%
2,572
+772
54
$431K 0.12%
+7,136
55
$417K 0.11%
2,535
+1,200
56
$379K 0.1%
3,784
-85
57
$305K 0.08%
5,600
58
$294K 0.08%
10,300
59
$275K 0.07%
+1,422
60
$268K 0.07%
+2,250
61
$266K 0.07%
+1,585
62
$248K 0.07%
1,155
63
$236K 0.06%
2,820
64
$234K 0.06%
2,700
65
$230K 0.06%
5,153
66
$221K 0.06%
1,950
67
$201K 0.05%
+3,972
68
$200K 0.05%
3,400
69
– –
-1,570
70
– –
-1,470
1 2
3