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
$364M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$10.9M
3
+$9.07M
4
LYB icon
LyondellBasell Industries
LYB
+$8.98M

Top Sells

1
+$11.3M
2
+$980K
3
+$704K
4
NOV icon
NOV
NOV
+$586K
5
INTC icon
Intel
INTC
+$537K

Sector Composition

1 Industrials 24.13%
2 Consumer Discretionary 18.58%
3 Financials 15.81%
4 Energy 11.97%
5 Healthcare 11.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 6.54%
504,484
-20,780
2
$22.3M 6.12%
456,445
-9,466
3
$20.9M 5.75%
379,788
-12,766
4
$20.6M 5.66%
550,174
-15,663
5
$20M 5.5%
551,413
-14,803
6
$19.4M 5.34%
373,260
-5,554
7
$18.3M 5.02%
623,136
-3,766
8
$16.6M 4.56%
295,048
-8,537
9
$16.1M 4.43%
+665,518
10
$15.6M 4.3%
17,273
-174
11
$14.8M 4.06%
358,356
-10,399
12
$13.2M 3.62%
166,838
-3,299
13
$11.7M 3.22%
171,196
-3,015
14
$11.5M 3.16%
561,447
-11,775
15
$10.9M 2.99%
229,621
-4,386
16
$10.9M 2.99%
+185,368
17
$10.8M 2.97%
174,054
-3,933
18
$10.7M 2.94%
191,598
-3,931
19
$10.3M 2.83%
214,864
-4,470
20
$9.95M 2.74%
84,898
-1,232
21
$9.49M 2.61%
261,391
-12,395
22
$9.07M 2.49%
+506,130
23
$8.98M 2.47%
+104,709
24
$7.78M 2.14%
86,177
-3,828
25
$3.23M 0.89%
27,461
-731
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