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
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.82M
3
+$4.01M
4
EMR icon
Emerson Electric
EMR
+$1.31M
5
XOM icon
Exxon Mobil
XOM
+$1.25M

Top Sells

1
+$16M
2
+$11.9M
3
+$553K
4
CCL icon
Carnival Corp
CCL
+$364K
5
UL icon
Unilever
UL
+$173K

Sector Composition

1 Financials 26.06%
2 Consumer Discretionary 21.01%
3 Industrials 14.56%
4 Energy 11.83%
5 Healthcare 11.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.8M 8.4%
30,295
+316
2
$21.4M 6.71%
393,016
+1,980
3
$20.4M 6.39%
590,871
+2,805
4
$19.8M 6.22%
149,326
+1,300
5
$19.2M 6.03%
564,781
+3,535
6
$19.1M 5.99%
400,703
+122,199
7
$17.8M 5.59%
326,768
-6,673
8
$17.2M 5.4%
415,923
+2,679
9
$16.1M 5.04%
164,218
+895
10
$15.9M 4.98%
473,350
+298,738
11
$15.8M 4.97%
314,179
+79,531
12
$11.8M 3.72%
167,459
+902
13
$10.4M 3.25%
251,345
-2,154
14
$10.4M 3.25%
186,685
-214,771
15
$10.3M 3.23%
7,767
+38
16
$8.83M 2.77%
254,423
+2,743
17
$8.12M 2.55%
169,749
+27,451
18
$7.72M 2.42%
179,018
-4,001
19
$7.11M 2.23%
449,501
+15,347
20
$7.06M 2.22%
90,551
+16,068
21
$4.21M 1.32%
119,621
+991
22
$2.88M 0.9%
19,936
+1,345
23
$2.51M 0.79%
27,902
-89
24
$1.89M 0.59%
61,778
+313
25
$1.81M 0.57%
19,644
1
2 3