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
$489M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13M
3
+$11.1M
4
WAT icon
Waters Corp
WAT
+$4.24M
5
IAU icon
iShares Gold Trust
IAU
+$1.02M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$7.94M
4
COF icon
Capital One
COF
+$7.26M
5
BAC icon
Bank of America
BAC
+$6.8M

Sector Composition

1 Financials 27.16%
2 Technology 18.59%
3 Healthcare 12.56%
4 Industrials 7.45%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.05%
1,974
77
$254K 0.05%
2,049
-18
78
$249K 0.05%
+2,013
79
$240K 0.05%
12,484
80
$240K 0.05%
806
81
$237K 0.05%
426
-8
82
$230K 0.05%
+1,863
83
$226K 0.05%
1,317
-28
84
$225K 0.05%
4,441
-3,708
85
$212K 0.04%
1,089
-1
86
$201K 0.04%
1,939
-1
87
$69.8K 0.01%
+23,200
88
– –
-4,255
89
– –
-155,809
90
– –
-216,230
91
– –
-1,420
1 2 3
4