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
-$636K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Sells

1 +$589K
2 +$512K
3 +$386K
4
MSFT icon
Microsoft
MSFT
+$386K
5
AAPL icon
Apple
AAPL
+$368K

Sector Composition

1 Financials 29.51%
2 Technology 15.6%
3 Healthcare 9.75%
4 Energy 9.57%
5 Communication Services 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$215K 0.05%
7,751
77
$215K 0.05%
2,088
-723
78
$212K 0.05%
+12,484
79
$202K 0.05%
+1,354
80
-1,853