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
$351M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$9.31M
2
+$8.5M
3
+$723K
4
XOM icon
Exxon Mobil
XOM
+$265K
5
PG icon
Procter & Gamble
PG
+$260K

Top Sells

1
+$16.5M
2
+$361K
3
+$348K
4
ROK icon
Rockwell Automation
ROK
+$229K
5
GM icon
General Motors
GM
+$222K

Sector Composition

1 Financials 24.58%
2 Consumer Discretionary 18.57%
3 Industrials 16.91%
4 Healthcare 11.99%
5 Technology 11.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 7.33%
479,060
+1,074
2
$22.7M 6.46%
554,907
-5,425
3
$20.7M 5.89%
552,251
+3,780
4
$20.3M 5.77%
283,097
+1,290
5
$19.7M 5.63%
434,754
+2,780
6
$18.5M 5.26%
528,065
+4,905
7
$17.9M 5.11%
30,914
+86
8
$16.6M 4.73%
236,504
-955
9
$15.5M 4.4%
306,623
+5,108
10
$14.4M 4.11%
149,067
+1,829
11
$14.2M 4.06%
354,626
-2,000
12
$12.2M 3.49%
256,236
-2,321
13
$11.2M 3.19%
9,298
+3
14
$10.4M 2.97%
129,673
+30
15
$9.74M 2.78%
502,720
+2,850
16
$9.64M 2.75%
371,357
+358,802
17
$8.71M 2.48%
121,421
+604
18
$8.5M 2.42%
+335,194
19
$8.1M 2.31%
562,524
+2,850
20
$7.45M 2.12%
68,453
-3,311
21
$7.2M 2.05%
174,826
+740
22
$7.14M 2.04%
125,903
-170
23
$6.54M 1.87%
137,766
-1,430
24
$5.45M 1.55%
53,838
+2,621
25
$3.84M 1.09%
66,886
-3,365
1
2 3