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
$548M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$2.96M
3
+$2.8M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.85M
5
CMCSA icon
Comcast
CMCSA
+$1.77M

Top Sells

1
+$7.88M
2
+$4.53M
3
+$697K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$544K
5
MSFT icon
Microsoft
MSFT
+$526K

Sector Composition

1 Financials 30.02%
2 Technology 19.05%
3 Consumer Discretionary 7.34%
4 Communication Services 6.67%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWU icon
51
iShares MSCI United Kingdom ETF
EWU
$2.92B
$1.08M 0.2%
27,187
UNP icon
52
Union Pacific
UNP
$132B
$1.07M 0.2%
4,653
-352
V icon
53
Visa
V
$637B
$1.07M 0.19%
3,007
-277
IJT icon
54
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.1B
$993K 0.18%
7,465
IBM icon
55
IBM
IBM
$286B
$983K 0.18%
3,334
+5
VEEV icon
56
Veeva Systems
VEEV
$48.1B
$900K 0.16%
3,125
-1
KO icon
57
Coca-Cola
KO
$306B
$662K 0.12%
9,350
GOOG icon
58
Alphabet (Google) Class C
GOOG
$3.34T
$636K 0.12%
3,587
+9
DIS icon
59
Walt Disney
DIS
$189B
$636K 0.12%
5,130
-64
PFE icon
60
Pfizer
PFE
$142B
$585K 0.11%
24,135
+39
DFSU icon
61
Dimensional US Sustainability Core 1 ETF
DFSU
$1.7B
$556K 0.1%
14,177
GLW icon
62
Corning
GLW
$70.4B
$548K 0.1%
10,426
-4
K icon
63
Kellanova
K
$29B
$539K 0.1%
6,779
DFGR icon
64
Dimensional Global Real Estate ETF
DFGR
$2.72B
$519K 0.09%
19,344
+4,081
FLOT icon
65
iShares Floating Rate Bond ETF
FLOT
$8.99B
$471K 0.09%
9,226
-138
ROK icon
66
Rockwell Automation
ROK
$42.3B
$451K 0.08%
1,359
-1
MMC icon
67
Marsh & McLennan
MMC
$89.6B
$437K 0.08%
2,000
-1,395
CAT icon
68
Caterpillar
CAT
$260B
$394K 0.07%
1,016
-1
HD icon
69
Home Depot
HD
$361B
$393K 0.07%
1,072
-37
PEP icon
70
PepsiCo
PEP
$199B
$388K 0.07%
2,936
IEUR icon
71
iShares Core MSCI Europe ETF
IEUR
$6.83B
$386K 0.07%
+5,835
AMGN icon
72
Amgen
AMGN
$181B
$381K 0.07%
1,363
-1
MCD icon
73
McDonald's
MCD
$219B
$375K 0.07%
1,283
LLY icon
74
Eli Lilly
LLY
$918B
$365K 0.07%
468
PFGC icon
75
Performance Food Group
PFGC
$14.9B
$337K 0.06%
3,849
1 2
3
4