HCM

Hutchinson Capital Management Portfolio holdings

AUM $583M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.29M
3
+$1.05M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$801K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$786K

Top Sells

1
+$8.65M
2
+$8.57M
3
+$556K
4
ZTS icon
Zoetis
ZTS
+$483K
5
DEO icon
Diageo
DEO
+$479K

Sector Composition

1 Financials 29.26%
2 Technology 18.89%
3 Communication Services 7.84%
4 Healthcare 7.13%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFGC icon
76
Performance Food Group
PFGC
$13.6B
$332K 0.06%
3,689
-160
BX icon
77
Blackstone
BX
$83.2B
$325K 0.06%
2,108
IWB icon
78
iShares Russell 1000 ETF
IWB
$45.1B
$301K 0.05%
806
META icon
79
Meta Platforms (Facebook)
META
$1.59T
$295K 0.05%
447
+18
CWT icon
80
California Water Service
CWT
$2.69B
$286K 0.05%
6,612
ORLY icon
81
O'Reilly Automotive
ORLY
$75.8B
$270K 0.05%
2,955
+2
SCHF icon
82
Schwab International Equity ETF
SCHF
$58.6B
$251K 0.04%
10,451
MRK icon
83
Merck
MRK
$285B
$243K 0.04%
+2,304
GE icon
84
GE Aerospace
GE
$319B
$232K 0.04%
754
-16
RSG icon
85
Republic Services
RSG
$69.2B
$230K 0.04%
1,087
+3
DFAR icon
86
Dimensional US Real Estate ETF
DFAR
$1.61B
$228K 0.04%
9,968
MA icon
87
Mastercard
MA
$453B
$227K 0.04%
397
+5
JMST icon
88
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.21B
$226K 0.04%
4,441
BK icon
89
Bank of New York Mellon
BK
$79.4B
$222K 0.04%
1,914
+3
FNDF icon
90
Schwab Fundamental International Large Company Index ETF
FNDF
$21.7B
$212K 0.04%
4,700
AXP icon
91
American Express
AXP
$205B
$212K 0.04%
+574
SCHW icon
92
Charles Schwab
SCHW
$164B
$211K 0.04%
2,108
+7
TSM icon
93
TSMC
TSM
$1.76T
$210K 0.04%
+691
RTX icon
94
RTX Corp
RTX
$277B
$209K 0.04%
+1,140
YUM icon
95
Yum! Brands
YUM
$44.7B
$208K 0.04%
1,374
IEUR icon
96
iShares Core MSCI Europe ETF
IEUR
$8.52B
$206K 0.04%
2,905
-2,930
PM icon
97
Philip Morris
PM
$272B
$204K 0.03%
1,269
+8
AMTX icon
98
Aemetis
AMTX
$146M
$21.7K ﹤0.01%
15,600
ABBV icon
99
AbbVie
ABBV
$392B
– –
-914
ARE icon
100
Alexandria Real Estate Equities
ARE
$8.37B
– –
-102,820
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4
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