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
$401M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.19M
3
+$877K
4
VRSN icon
VeriSign
VRSN
+$674K
5
CDK
CDK Global, Inc.
CDK
+$478K

Top Sells

1
+$10.2M
2
+$6.49M
3
+$482K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$472K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Financials 26.76%
2 Communication Services 14.9%
3 Industrials 14.3%
4 Technology 12.98%
5 Healthcare 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$430K 0.11%
4,160
52
$424K 0.11%
7,136
53
$387K 0.1%
1,668
54
$384K 0.1%
9,105
55
$372K 0.09%
6,600
56
$351K 0.09%
1,585
57
$318K 0.08%
1,279
-146
58
$318K 0.08%
2,250
59
$311K 0.08%
4,547
60
$268K 0.07%
4,239
61
$263K 0.07%
2,197
62
$259K 0.06%
1,155
63
$227K 0.06%
645
-993
64
$225K 0.06%
7,352
65
$220K 0.05%
2,447
-232
66
$211K 0.05%
1,950
67
$202K 0.05%
+7,608
68
$181K 0.05%
2,777
69
– –
-139,344
1 2
3