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
$430M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.37M
3
+$1.18M
4
STOR
STORE Capital Corporation
STOR
+$768K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$8.34M
2
+$5.62M
3
+$886K
4
RHI icon
Robert Half
RHI
+$624K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$524K

Sector Composition

1 Financials 29.26%
2 Technology 15.34%
3 Communication Services 14.41%
4 Industrials 13.81%
5 Healthcare 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$508K 0.12%
3,707
-41,008
52
$508K 0.12%
3,905
-8
53
$434K 0.1%
7,160
+13
54
$408K 0.09%
2,621
+1
55
$401K 0.09%
13,212
+3,260
56
$392K 0.09%
6,605
+3
57
$391K 0.09%
679
+7
58
$385K 0.09%
1,726
+10
59
$381K 0.09%
10,331
+16
60
$377K 0.09%
1,585
61
$374K 0.09%
7,539
+136
62
$347K 0.08%
+1,000
63
$320K 0.07%
4,387
+38
64
$315K 0.07%
1,303
+12
65
$287K 0.07%
1,159
66
$272K 0.06%
+8,644
67
$249K 0.06%
832
+150
68
$245K 0.06%
2,073
-95
69
$232K 0.05%
1,956
+2
70
$231K 0.05%
2,332
-36
71
$218K 0.05%
+1,372
72
– –
-1,486
73
– –
-403
74
– –
-1,727
75
– –
-1,539
1 2
3