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
$302M
AUM Growth
-$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.67M
3
+$6.21M
4
WFC icon
Wells Fargo
WFC
+$4.12M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.12M

Top Sells

1
+$15.5M
2
+$7.68M
3
+$4.28M
4
OIH icon
VanEck Oil Services ETF
OIH
+$3.54M
5
CABO icon
Cable One
CABO
+$335K

Sector Composition

1 Financials 21.69%
2 Technology 16.58%
3 Healthcare 14.75%
4 Communication Services 14.75%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$391K 0.13%
2,588
+53
52
$332K 0.11%
6,600
-2,000
53
$326K 0.11%
3,772
54
$289K 0.1%
1,423
+1
55
$281K 0.09%
1,744
56
$279K 0.09%
2,860
57
$248K 0.08%
5,600
58
$236K 0.08%
4,238
+266
59
$217K 0.07%
2,250
60
$212K 0.07%
10,300
61
$209K 0.07%
1,585
62
$205K 0.07%
1,767
+266
63
$204K 0.07%
5,153
64
– –
-2,820
65
– –
-10,319
66
– –
-305,243
67
– –
-682,953
68
– –
-3,040
69
– –
-1,155
70
– –
-170,932
71
– –
-13,361
72
– –
-3,600
1 2
3