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
$340M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$6.71M
2
+$622K
3
+$2.47K

Top Sells

1
+$11.3M
2
+$6.32M
3
+$1.1M
4
MSFT icon
Microsoft
MSFT
+$746K
5
RTX icon
RTX Corp
RTX
+$673K

Sector Composition

1 Financials 25.69%
2 Consumer Discretionary 17.73%
3 Industrials 12.66%
4 Healthcare 11.73%
5 Technology 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.2M 7.41%
543,617
-16,094
2
$22M 6.47%
477,680
-7,806
3
$21.6M 6.34%
415,469
-11,865
4
$20.6M 6.07%
259,412
-13,873
5
$19.9M 5.87%
31,344
-37
6
$18.3M 5.39%
573,903
-3,162
7
$16.9M 4.97%
790,886
+29,144
8
$13.9M 4.08%
345,234
-6,702
9
$13.8M 4.06%
244,247
-7,105
10
$12.9M 3.81%
371,771
-6,530
11
$12.9M 3.79%
141,479
-5,495
12
$10.5M 3.09%
723,082
-12,270
13
$9.74M 2.86%
251,447
-14,175
14
$8.71M 2.56%
114,447
-2,323
15
$8.35M 2.46%
503,593
-3,689
16
$8.3M 2.44%
1,427,288
-13,830
17
$8.11M 2.38%
129,539
-3,255
18
$7.67M 2.26%
252,331
-1,761
19
$7.59M 2.23%
124,433
-1,605
20
$7.58M 2.23%
163,923
-2,244
21
$7.14M 2.1%
170,481
-2,110
22
$6.71M 1.97%
+266,961
23
$5.64M 1.66%
59,988
-2,308
24
$5.58M 1.64%
127,306
-4,416
25
$3.31M 0.97%
137,840
-263,151
1
2 3