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
$322M
AUM Growth
+$19.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$3.13M
2
+$1.66M
3
+$264K
4
ADBE icon
Adobe
ADBE
+$235K
5
PGR icon
Progressive
PGR
+$234K

Top Sells

1
+$6.81M
2
+$6.57M
3
+$6.12M
4
SPG icon
Simon Property Group
SPG
+$4.07M
5
RTX icon
RTX Corp
RTX
+$307K

Sector Composition

1 Financials 22.29%
2 Technology 19.26%
3 Healthcare 14.66%
4 Communication Services 13.56%
5 Industrials 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$350K 0.11%
1,814
+70
52
$336K 0.1%
1,424
+1
53
$315K 0.1%
6,600
54
$267K 0.08%
10,300
55
$264K 0.08%
+4,644
56
$260K 0.08%
1,585
57
$251K 0.08%
4,272
+34
58
$250K 0.08%
5,600
59
$243K 0.08%
2,250
60
$235K 0.07%
+539
61
$228K 0.07%
1,801
+34
62
$215K 0.07%
+3,040
63
$213K 0.07%
+1,155
64
$207K 0.06%
+9,301
65
$201K 0.06%
+2,197
66
$175K 0.05%
5,153
67
– –
-74,136
68
– –
-155,641
69
– –
-287,784
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