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
$386M
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.63M
3
+$2.51M
4
STOR
STORE Capital Corporation
STOR
+$2.14M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.98M

Top Sells

1
+$6.12M
2
+$2.92M
3
+$2.42M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$732K

Sector Composition

1 Financials 29.3%
2 Communication Services 14.93%
3 Technology 14.36%
4 Industrials 13.15%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463K 0.12%
6,162
-10
52
$432K 0.11%
10,344
+35
53
$414K 0.11%
14,842
+1,630
54
$382K 0.1%
1,394
+562
55
$367K 0.1%
6,602
-3
56
$361K 0.09%
2,623
+2
57
$361K 0.09%
2,556
-10
58
$344K 0.09%
4,467
+80
59
$343K 0.09%
3,636
-71
60
$342K 0.09%
+15,995
61
$326K 0.08%
10,331
62
$324K 0.08%
676
-3
63
$322K 0.08%
1,325
+22
64
$312K 0.08%
1,585
65
$309K 0.08%
1,726
66
$308K 0.08%
1,000
67
$287K 0.07%
1,164
+5
68
$281K 0.07%
7,524
-15
69
$226K 0.06%
2,076
+3
70
$226K 0.06%
2,347
+15
71
$222K 0.06%
1,956
72
$210K 0.05%
+648
73
– –
-17,801
74
– –
-9,371
75
– –
-28,800
1 2
3
4