HCM
Hutchinson Capital Management Portfolio holdings
AUM
$548M
1-Year Return
12.58%
This Quarter Return
-0.04%
1 Year Return
+12.58%
3 Year Return
+50.43%
5 Year Return
+107.91%
10 Year Return
+193.52%
AUM
$524M
AUM Growth
-$5.81M
(-1.1%)
Cap. Flow
-$44.8K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
45.05%
Holding
95
New
2
Increased
24
Reduced
45
Closed
3
Top Buys
| 1 |
Adobe
ADBE
|
+$16.9M |
| 2 |
Comcast
CMCSA
|
+$4.93M |
| 3 |
Simplify MBS ETF
MTBA
|
+$3.14M |
| 4 |
Novo Nordisk
NVO
|
+$779K |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$300K |
Top Sells
| 1 |
UnitedHealth
UNH
|
+$16.9M |
| 2 |
AMTM
Amentum Holdings, Inc.
AMTM
|
+$3.06M |
| 3 |
VeriSign
VRSN
|
+$1.05M |
| 4 |
Microsoft
MSFT
|
+$587K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$534K |
Sector Composition
| 1 | Financials | 30.8% |
| 2 | Technology | 19.3% |
| 3 | Consumer Discretionary | 7.98% |
| 4 | Healthcare | 6.72% |
| 5 | Communication Services | 6.13% |
