HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$4.93M
3
+$3.14M
4
NVO icon
Novo Nordisk
NVO
+$779K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$300K

Top Sells

1
+$16.9M
2
+$3.06M
3
+$1.05M
4
MSFT icon
Microsoft
MSFT
+$587K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$534K

Sector Composition

1 Financials 30.8%
2 Technology 19.3%
3 Consumer Discretionary 7.98%
4 Healthcare 6.72%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.19%
27,187
52
$929K 0.18%
7,465
53
$828K 0.16%
3,395
-275
54
$828K 0.16%
3,329
-3
55
$724K 0.14%
3,126
+2
56
$670K 0.13%
9,350
-1,127
57
$611K 0.12%
24,096
-3,150
58
$559K 0.11%
6,779
59
$559K 0.11%
3,578
+23
60
$513K 0.1%
5,194
-105
61
$508K 0.1%
14,177
62
$478K 0.09%
9,364
-137
63
$477K 0.09%
10,430
-2
64
$440K 0.08%
2,936
-41
65
$425K 0.08%
1,364
+5
66
$422K 0.08%
5,033
67
$407K 0.08%
1,109
+3
68
$401K 0.08%
15,263
+237
69
$401K 0.08%
1,283
70
$387K 0.07%
468
71
$351K 0.07%
1,360
72
$335K 0.06%
1,017
73
$320K 0.06%
6,613
+2
74
$311K 0.06%
1,975
+2
75
$303K 0.06%
3,849
1 2
3
4