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
$426M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$9.77M
4
WAT icon
Waters Corp
WAT
+$9.51M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.34M

Top Sells

1
+$11.6M
2
+$8M
3
+$4.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.23M
5
AAPL icon
Apple
AAPL
+$938K

Sector Composition

1 Financials 30.66%
2 Technology 17.5%
3 Healthcare 9.38%
4 Communication Services 8.95%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.14%
3,114
+1
52
$513K 0.12%
1,557
+1
53
$472K 0.11%
3,525
-91
54
$463K 0.11%
9,109
55
$455K 0.11%
7,190
+9
56
$451K 0.11%
5,054
+1,047
57
$413K 0.1%
+8,149
58
$392K 0.09%
3,237
-1,231
59
$370K 0.09%
1,190
-225
60
$366K 0.09%
+7,897
61
$364K 0.09%
10,377
+14
62
$356K 0.08%
661
-5
63
$349K 0.08%
1,168
+1
64
$344K 0.08%
1,000
65
$341K 0.08%
6,608
+1
66
$324K 0.08%
2,811
+28
67
$318K 0.07%
2,189
+3
68
$296K 0.07%
1,203
+1
69
$293K 0.07%
1,321
+5
70
$274K 0.06%
4,281
+27
71
$272K 0.06%
1,966
+2
72
$270K 0.06%
1,552
+205
73
$269K 0.06%
+573
74
$238K 0.06%
5,347
+10
75
$222K 0.05%
7,751
1 2
3
4