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
$403M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$330K
3
+$234K
4
SPG icon
Simon Property Group
SPG
+$225K
5
HD icon
Home Depot
HD
+$213K

Top Sells

1
+$12M
2
+$5.34M
3
+$4.67M
4
NVO icon
Novo Nordisk
NVO
+$4.35M
5
DIS icon
Walt Disney
DIS
+$3.19M

Sector Composition

1 Financials 28.73%
2 Communication Services 15.67%
3 Technology 14.71%
4 Industrials 14.51%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$431K 0.11%
7,136
52
$421K 0.1%
10,300
53
$376K 0.09%
1,585
54
$372K 0.09%
1,708
+40
55
$371K 0.09%
4,533
-14
56
$367K 0.09%
6,600
57
$332K 0.08%
2,250
58
$312K 0.08%
1,280
+1
59
$289K 0.07%
4,319
+80
60
$267K 0.07%
1,155
61
$263K 0.07%
665
+20
62
$250K 0.06%
2,155
-42
63
$234K 0.06%
+400
64
$230K 0.06%
7,352
65
$225K 0.06%
+1,724
66
$224K 0.06%
1,950
67
$215K 0.05%
2,374
-73
68
$213K 0.05%
+669
69
$201K 0.05%
7,608
70
$186K 0.05%
2,777
71
– –
-76,857
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