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
$426M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$16.4M
2 +$10.4M
3 +$9.77M
4
WAT icon
Waters Corp
WAT
+$9.51M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.34M

Top Sells

1 +$11.6M
2 +$8M
3 +$4.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.23M
5
AAPL icon
Apple
AAPL
+$938K

Sector Composition

1 Financials 30.66%
2 Technology 17.5%
3 Healthcare 9.38%
4 Communication Services 8.95%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$207K 0.05%
+424
77
$202K 0.05%
1,853
-134
78
-1,257
79
-14,378