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
$330M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$8.62M
3
+$8.4M
4
WFC icon
Wells Fargo
WFC
+$350K
5
MOS icon
The Mosaic Company
MOS
+$154K

Top Sells

1
+$11.7M
2
+$1.25M
3
+$893K
4
UL icon
Unilever
UL
+$421K
5
INTC icon
Intel
INTC
+$421K

Sector Composition

1 Industrials 24.32%
2 Consumer Discretionary 17.82%
3 Financials 16.11%
4 Energy 12.15%
5 Healthcare 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 6.63%
530,326
-2,642
2
$19.7M 5.97%
424,195
+538
3
$19.2M 5.82%
569,832
-4,758
4
$18.7M 5.69%
571,406
-12,844
5
$18.7M 5.69%
395,977
+7,386
6
$16.8M 5.11%
306,120
-7,302
7
$16.8M 5.1%
380,397
-3,005
8
$16.8M 5.08%
17,581
-12,287
9
$16.5M 4.99%
628,623
+5,898
10
$15.1M 4.58%
397,912
-3,502
11
$15.1M 4.57%
157,421
-4,100
12
$13M 3.96%
+341,660
13
$10.6M 3.2%
581,627
-708
14
$10.3M 3.12%
197,376
-623
15
$9.24M 2.8%
237,857
-7,225
16
$9.2M 2.79%
7,473
-193
17
$9.2M 2.79%
179,798
-4,728
18
$8.91M 2.7%
174,727
-74
19
$8.62M 2.62%
+86,238
20
$8.45M 2.57%
90,185
+223
21
$8.4M 2.55%
+220,834
22
$7.97M 2.42%
166,426
-8,793
23
$7.76M 2.36%
278,336
+2,446
24
$2.97M 0.9%
28,352
-235
25
$2.38M 0.72%
18,335
-1,358
1
2 3