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
$384M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.2M
3
+$4.86M
4
PGR icon
Progressive
PGR
+$3.51M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.31M

Top Sells

1
+$8.46M
2
+$8.21M
3
+$7.14M
4
INTC icon
Intel
INTC
+$5.72M
5
J icon
Jacobs Solutions
J
+$938K

Sector Composition

1 Financials 26.15%
2 Technology 15.94%
3 Communication Services 15.09%
4 Industrials 12.98%
5 Healthcare 12.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$417K 0.11%
7,136
52
$371K 0.1%
10,300
53
$364K 0.09%
4,160
-60
54
$357K 0.09%
6,600
55
$344K 0.09%
9,105
-187
56
$328K 0.09%
1,425
+1
57
$328K 0.09%
1,585
58
$307K 0.08%
5,600
59
$307K 0.08%
4,547
-93
60
$304K 0.08%
1,668
-133
61
$288K 0.07%
2,250
62
$263K 0.07%
4,239
63
$248K 0.06%
1,155
64
$241K 0.06%
2,197
65
$228K 0.06%
+7,352
66
$212K 0.06%
+1,950
67
$211K 0.05%
2,679
-104,289
68
$149K 0.04%
2,777
69
– –
-539
70
– –
-1,011
71
– –
-120,014
72
– –
-391,021
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