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
$459M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Sells

1 +$4.69M
2 +$1.99M
3 +$729K
4
BAC icon
Bank of America
BAC
+$662K
5
OXY icon
Occidental Petroleum
OXY
+$591K

Sector Composition

1 Financials 31.26%
2 Technology 16.19%
3 Healthcare 10.24%
4 Industrials 8.75%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$241K 0.05%
7,751
77
$231K 0.05%
12,484
78
$224K 0.05%
2,057
-31
79
$220K 0.05%
4,281
+56
80
$212K 0.05%
+1,923
81
$211K 0.05%
+806
82
$205K 0.04%
1,325
-29
83
$200K 0.04%
+380