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
$321M
AUM Growth
-$8.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$1.13M
3
+$275K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.07K

Top Sells

1
+$9.2M
2
+$7.97M
3
+$7M
4
JCI icon
Johnson Controls International
JCI
+$2.58M
5
CLX icon
Clorox
CLX
+$869K

Sector Composition

1 Industrials 26.39%
2 Financials 16.46%
3 Consumer Discretionary 15.85%
4 Energy 12.8%
5 Healthcare 11.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.5M 7%
525,264
-5,062
2
$21.4M 6.66%
566,216
-5,190
3
$20.8M 6.48%
565,837
-3,995
4
$18.5M 5.76%
378,814
-1,583
5
$18.1M 5.63%
303,585
-2,535
6
$17.6M 5.5%
465,911
+124,251
7
$17.4M 5.42%
392,554
-3,423
8
$17.2M 5.35%
368,755
-55,440
9
$16.2M 5.05%
17,447
-134
10
$15.3M 4.78%
626,902
-1,721
11
$15.1M 4.72%
170,137
+12,716
12
$12.3M 3.83%
573,222
-8,405
13
$11.4M 3.55%
219,334
-1,500
14
$10.7M 3.32%
195,529
-1,847
15
$10.4M 3.24%
237,841
-160,071
16
$10.3M 3.2%
177,987
-1,811
17
$10M 3.12%
86,130
-108
18
$9.33M 2.91%
234,007
-3,850
19
$9.3M 2.9%
273,786
-4,550
20
$9.23M 2.88%
174,211
-516
21
$7.86M 2.45%
90,005
-180
22
$2.9M 0.9%
28,192
-160
23
$2.31M 0.72%
17,535
-800
24
$1.88M 0.59%
58,489
-1,712
25
$1.69M 0.53%
18,863
-225
1
2 3