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
$494M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$8.33M
3
+$834K
4
DEO icon
Diageo
DEO
+$564K
5
KMX icon
CarMax
KMX
+$458K

Top Sells

1
+$8.32M
2
+$6.64M
3
+$6.23M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.03M

Sector Composition

1 Financials 31.79%
2 Technology 14.79%
3 Healthcare 10.58%
4 Energy 8.74%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$244K 0.05%
12,484
77
$232K 0.05%
806
78
$232K 0.05%
+1,420
79
$231K 0.05%
4,255
-26
80
$221K 0.04%
1,940
+17
81
$219K 0.04%
434
-1
82
$209K 0.04%
+1,090
83
– –
-11,186
84
– –
-17,081
85
– –
-41,746
86
– –
-380
1 2 3
4