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
$385M
AUM Growth
-$1.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$2.82M
2
+$2.11M
3
+$1.59M
4
MKL icon
Markel Group
MKL
+$912K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$833K

Top Sells

1
+$21.6M
2
+$6.16M
3
+$362K
4
LLY icon
Eli Lilly
LLY
+$202K
5
RTX icon
RTX Corp
RTX
+$202K

Sector Composition

1 Financials 31.42%
2 Technology 17.39%
3 Energy 10.55%
4 Communication Services 9.85%
5 Industrials 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$452K 0.12%
7,181
+6
52
$418K 0.11%
1,415
+12
53
$401K 0.1%
4,007
-22
54
$385K 0.1%
6,607
+1
55
$366K 0.09%
10,363
+19
56
$333K 0.09%
1,000
57
$331K 0.09%
666
+4
58
$326K 0.08%
1,167
+2
59
$318K 0.08%
1,316
-1
60
$296K 0.08%
2,783
-85
61
$295K 0.08%
4,254
-96
62
$285K 0.07%
2,186
-1,359
63
$275K 0.07%
1,202
+7
64
$259K 0.07%
1,964
+2
65
$243K 0.06%
5,337
+6
66
$206K 0.05%
+7,751
67
$203K 0.05%
+1,347
68
$201K 0.05%
1,987
-90
69
$200K 0.05%
1,257
+2
70
$153K 0.04%
14,378
-579,467
71
– –
-553
72
– –
-2,001
73
– –
-674,149
1 2
3