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
$494M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$8.33M
3
+$834K
4
DEO icon
Diageo
DEO
+$564K
5
KMX icon
CarMax
KMX
+$458K

Top Sells

1
+$8.32M
2
+$6.64M
3
+$6.23M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.03M

Sector Composition

1 Financials 31.79%
2 Technology 14.79%
3 Healthcare 10.58%
4 Energy 8.74%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$638K 0.13%
3,340
+6
52
$522K 0.11%
3,428
+7
53
$482K 0.1%
1,257
+15
54
$482K 0.1%
658
+2
55
$469K 0.09%
8,617
+600
56
$465K 0.09%
9,109
57
$419K 0.08%
2,090
-116
58
$413K 0.08%
8,149
59
$394K 0.08%
1,354
+1
60
$389K 0.08%
1,368
-1
61
$386K 0.08%
6,734
-31
62
$374K 0.08%
1,021
+4
63
$370K 0.08%
931
64
$366K 0.07%
471
+3
65
$349K 0.07%
5,705
-5,190
66
$343K 0.07%
10,416
+36
67
$331K 0.07%
1,175
+3
68
$323K 0.07%
1,552
69
$309K 0.06%
5,358
+4
70
$307K 0.06%
6,607
-1
71
$297K 0.06%
3,974
-3,975
72
$274K 0.06%
1,974
+5
73
$273K 0.06%
2,067
+10
74
$267K 0.05%
7,751
75
$245K 0.05%
1,345
+20
1 2
3
4