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
$338M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$9.82M
2
+$7.94M
3
+$1.48M
4
GM icon
General Motors
GM
+$578K
5
NOV icon
NOV
NOV
+$462K

Top Sells

1
+$10.4M
2
+$7.45M
3
+$7.42M
4
MDT icon
Medtronic
MDT
+$3.84M
5
CVS icon
CVS Health
CVS
+$472K

Sector Composition

1 Financials 28.54%
2 Consumer Discretionary 20.45%
3 Industrials 13.45%
4 Healthcare 11.95%
5 Technology 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.5M 6.95%
473,727
-5,333
2
$22.7M 6.71%
552,986
+735
3
$21.4M 6.33%
429,494
-5,260
4
$20.7M 6.14%
276,795
-6,302
5
$19.7M 5.83%
571,693
+16,786
6
$18.5M 5.49%
31,114
+200
7
$18.5M 5.49%
524,846
-3,219
8
$18.2M 5.4%
727,120
+391,926
9
$15.7M 4.66%
235,409
-1,095
10
$13.7M 4.07%
253,459
-2,777
11
$13.4M 3.96%
352,986
-1,640
12
$13.2M 3.9%
147,364
-1,703
13
$11M 3.26%
9,285
-13
14
$10.2M 3.03%
504,175
+1,455
15
$9.61M 2.85%
372,397
+1,040
16
$8.99M 2.66%
128,003
+6,582
17
$8.86M 2.62%
166,893
-139,730
18
$8.37M 2.48%
683,841
+121,317
19
$7.94M 2.35%
+809,930
20
$7.4M 2.19%
172,891
-1,935
21
$7.12M 2.11%
125,408
-495
22
$5.85M 1.73%
133,663
-4,103
23
$5.24M 1.55%
53,653
-185
24
$3.16M 0.94%
26,577
-100
25
$2.82M 0.84%
22,470
-425
1
2 3