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
$309M
AUM Growth
+$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$1.57M
3
+$632K
4
ROK icon
Rockwell Automation
ROK
+$229K
5
MKL icon
Markel Group
MKL
+$207K

Top Sells

1
+$7.11M
2
+$2.13M
3
+$1.72M
4
CB
CHUBB CORPORATION
CB
+$1.38M
5
MDT icon
Medtronic
MDT
+$482K

Sector Composition

1 Financials 22.68%
2 Consumer Discretionary 18.35%
3 Industrials 16.45%
4 Healthcare 11.87%
5 Energy 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.8M 6.73%
477,986
-4,036
2
$20.2M 6.53%
560,332
-3,622
3
$18.3M 5.91%
548,471
+18,984
4
$17.9M 5.78%
431,974
-4,020
5
$16.5M 5.34%
259,955
-2,155
6
$16M 5.18%
281,807
-6,775
7
$16M 5.17%
30,828
+400
8
$15.8M 5.12%
523,160
-57,047
9
$15.4M 4.98%
237,459
-32,967
10
$13.1M 4.26%
147,238
-15,515
11
$11.7M 3.81%
258,557
-330
12
$11.6M 3.77%
356,626
+3,343
13
$10.3M 3.34%
301,515
+225
14
$9.84M 3.19%
499,870
+79,899
15
$9.2M 2.98%
129,643
+380
16
$8.96M 2.9%
9,295
+106
17
$8.51M 2.76%
120,817
+1,256
18
$7.83M 2.54%
+559,674
19
$7.52M 2.44%
71,764
-985
20
$6.72M 2.18%
174,086
+165
21
$6.52M 2.11%
126,073
+110
22
$6.51M 2.11%
139,196
+463
23
$4.41M 1.43%
51,217
+36
24
$3.74M 1.21%
70,251
-9,055
25
$3.23M 1.05%
26,577
-542
1
2 3