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
$319M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$637K
3
+$574K
4
CB
CHUBB CORPORATION
CB
+$519K
5
XOM icon
Exxon Mobil
XOM
+$330K

Top Sells

1
+$11.5M
2
+$8.61M
3
+$6.12M
4
MSFT icon
Microsoft
MSFT
+$5.07M
5
JCI icon
Johnson Controls International
JCI
+$4.48M

Sector Composition

1 Financials 29.48%
2 Consumer Discretionary 18.82%
3 Industrials 12.82%
4 Healthcare 11.61%
5 Technology 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.6M 7.4%
30,726
-80
2
$22.3M 7%
410,647
-2,087
3
$21.5M 6.74%
573,863
-3,199
4
$20.5M 6.43%
388,297
-84,834
5
$18.2M 5.71%
913,472
-1,704
6
$17.4M 5.45%
168,343
-83,450
7
$16.4M 5.14%
342,833
-256
8
$16.4M 5.14%
403,246
-124,660
9
$14.6M 4.59%
144,862
+5,137
10
$13.1M 4.11%
239,215
-1,263
11
$11.6M 3.65%
372,108
+1,177
12
$11.1M 3.47%
7,811
-25
13
$10.4M 3.27%
163,923
-440
14
$10M 3.14%
248,949
-695
15
$9.77M 3.06%
124,888
-1,265
16
$8.91M 2.79%
498,803
-810
17
$8.66M 2.71%
173,264
+57,540
18
$7.81M 2.45%
138,009
+11,257
19
$7.67M 2.41%
183,967
+13,754
20
$7.08M 2.22%
327,204
+7,681
21
$5.43M 1.7%
200,784
-777
22
$5.28M 1.65%
62,079
+3,887
23
$4.63M 1.45%
123,252
-3,037
24
$2.93M 0.92%
27,902
+1,355
25
$2.9M 0.91%
19,301
-1,665
1
2 3