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
$489M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13M
3
+$11.1M
4
WAT icon
Waters Corp
WAT
+$4.24M
5
IAU icon
iShares Gold Trust
IAU
+$1.02M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$7.94M
4
COF icon
Capital One
COF
+$7.26M
5
BAC icon
Bank of America
BAC
+$6.8M

Sector Composition

1 Financials 27.16%
2 Technology 18.59%
3 Healthcare 12.56%
4 Industrials 7.45%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$948K 0.19%
+27,187
52
$835K 0.17%
3,180
+8
53
$776K 0.16%
3,681
+5
54
$697K 0.14%
10,945
+5,240
55
$641K 0.13%
3,492
+64
56
$611K 0.13%
3,705
-7
57
$577K 0.12%
3,337
-3
58
$571K 0.12%
3,121
+2
59
$544K 0.11%
5,474
+2
60
$465K 0.1%
9,109
61
$454K 0.09%
8,755
+138
62
$435K 0.09%
480
+9
63
$434K 0.09%
1,260
+3
64
$425K 0.09%
1,361
-7
65
$405K 0.08%
10,420
+4
66
$390K 0.08%
6,770
+36
67
$374K 0.08%
1,358
+4
68
$351K 0.07%
1,552
69
$349K 0.07%
892
-39
70
$339K 0.07%
1,017
-4
71
$321K 0.07%
5,358
72
$321K 0.07%
6,613
+6
73
$299K 0.06%
1,174
-1
74
$270K 0.06%
7,751
75
$263K 0.05%
3,974
1 2
3
4