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
$300M
AUM Growth
-$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$1.21M
3
+$516K
4
KSS icon
Kohl's
KSS
+$191K
5
EMR icon
Emerson Electric
EMR
+$94.4K

Top Sells

1
+$281K
2
+$265K
3
+$262K
4
AAPL icon
Apple
AAPL
+$260K
5
JEF icon
Jefferies Financial Group
JEF
+$252K

Sector Composition

1 Financials 30.88%
2 Consumer Discretionary 19.03%
3 Industrials 14.25%
4 Technology 12.06%
5 Healthcare 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24M 8%
29,979
-351
2
$20.1M 6.68%
391,036
-5,166
3
$18.2M 6.04%
148,026
-2,027
4
$17.9M 5.96%
413,244
+27,984
5
$17.8M 5.91%
401,456
-2,190
6
$17.7M 5.9%
588,066
+1,723
7
$16.8M 5.61%
561,246
-3,376
8
$16.6M 5.52%
333,441
-3,477
9
$16M 5.34%
884,763
-13,868
10
$15.8M 5.24%
163,323
-2,714
11
$12.9M 4.29%
278,504
+4,130
12
$11.1M 3.68%
234,648
-2,982
13
$10M 3.33%
166,557
-1,434
14
$9.92M 3.3%
253,499
-2,220
15
$9.84M 3.28%
7,729
-42
16
$7.79M 2.59%
251,680
-1,454
17
$7.46M 2.48%
183,019
-1,989
18
$6.57M 2.19%
174,612
-2,077
19
$6.43M 2.14%
434,154
+87,306
20
$6.29M 2.09%
142,298
+2,138
21
$5.54M 1.84%
74,483
+6,939
22
$4M 1.33%
118,630
-1,740
23
$2.44M 0.81%
18,591
-110
24
$2.21M 0.73%
27,991
+115
25
$1.83M 0.61%
61,465
-2,792
1
2 3