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
$336M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$3.5M
3
+$919K
4
VLO icon
Valero Energy
VLO
+$874K
5
DG icon
Dollar General
DG
+$212K

Top Sells

1
+$10.5M
2
+$3.77M
3
+$572K
4
MSFT icon
Microsoft
MSFT
+$561K
5
KMX icon
CarMax
KMX
+$561K

Sector Composition

1 Financials 24.4%
2 Technology 17.85%
3 Communication Services 13.83%
4 Healthcare 13.57%
5 Industrials 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$433K 0.13%
3,772
52
$362K 0.11%
1,424
53
$334K 0.1%
10,300
54
$310K 0.09%
4,220
+1,180
55
$290K 0.09%
4,640
-4
56
$287K 0.09%
6,600
57
$284K 0.08%
9,292
-9
58
$279K 0.08%
1,585
59
$276K 0.08%
5,600
60
$269K 0.08%
1,801
61
$264K 0.08%
539
62
$256K 0.08%
4,239
-33
63
$254K 0.08%
1,155
64
$253K 0.08%
2,250
65
$239K 0.07%
2,197
66
$212K 0.06%
+1,011
67
$87K 0.03%
2,777
-2,376
68
– –
-5,379
1 2
3