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
$382M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$515K
3
+$222K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$203K
5
PFE icon
Pfizer
PFE
+$158K

Top Sells

1
+$7.06M
2
+$6.89M
3
+$4.97M
4
MRK icon
Merck
MRK
+$346K
5
PG icon
Procter & Gamble
PG
+$279K

Sector Composition

1 Financials 16.72%
2 Consumer Discretionary 16.49%
3 Healthcare 13.02%
4 Technology 12.16%
5 Communication Services 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463K 0.12%
7,136
52
$443K 0.12%
8,600
53
$420K 0.11%
3,772
-12
54
$343K 0.09%
1,422
55
$328K 0.09%
1,744
-828
56
$310K 0.08%
5,600
57
$300K 0.08%
10,300
58
$293K 0.08%
2,250
59
$286K 0.07%
5,153
60
$282K 0.07%
1,585
61
$264K 0.07%
2,860
+160
62
$255K 0.07%
3,972
63
$245K 0.06%
2,820
64
$228K 0.06%
1,155
65
$222K 0.06%
+1,501
66
$212K 0.06%
3,600
+200
67
$203K 0.05%
+3,040
68
$81K 0.02%
+10,319
69
– –
-238,899
70
– –
-129,907
71
– –
-1,950
1 2
3