HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$4.93M
3
+$3.14M
4
NVO icon
Novo Nordisk
NVO
+$779K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$300K

Top Sells

1
+$16.9M
2
+$3.06M
3
+$1.05M
4
MSFT icon
Microsoft
MSFT
+$587K
5
BRK.B icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.06%
2,109
77
$284K 0.05%
2,970
78
$264K 0.05%
1,090
79
$258K 0.05%
4,230
-89
80
$248K 0.05%
430
+5
81
$247K 0.05%
806
82
$237K 0.05%
9,968
83
$234K 0.04%
1,134
-418
84
$226K 0.04%
4,441
85
$217K 0.04%
518
-315
86
$215K 0.04%
392
-1
87
$213K 0.04%
1,969
-286
88
$207K 0.04%
10,451
-2,033
89
$205K 0.04%
+3,954
90
$204K 0.04%
2,054
-14
91
$200K 0.04%
+1,261
92
$27.1K 0.01%
15,600
-7,600
93
– –
-2,164
94
– –
-33,503
95
– –
-145,490
1 2 3
4