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
$362M
AUM Growth
-$1.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$660K
3
+$512K
4
MOS icon
The Mosaic Company
MOS
+$454K
5
RHI icon
Robert Half
RHI
+$440K

Top Sells

1
+$10.7M
2
+$5.61M
3
+$928K
4
COL
Rockwell Collins
COL
+$746K
5
GPC icon
Genuine Parts
GPC
+$550K

Sector Composition

1 Consumer Discretionary 20.3%
2 Industrials 19.19%
3 Financials 16.23%
4 Healthcare 14.28%
5 Energy 12.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.7M 6.28%
465,465
+9,020
2
$22.2M 6.13%
553,215
+3,041
3
$21.9M 6.05%
371,571
-1,689
4
$20.8M 5.74%
373,299
-6,489
5
$19.6M 5.43%
544,542
-6,871
6
$18.6M 5.15%
638,694
+15,558
7
$18.5M 5.11%
690,126
+24,608
8
$17.5M 4.82%
381,876
-122,608
9
$17.4M 4.8%
286,824
-8,224
10
$17.2M 4.76%
1,005,634
+499,504
11
$17M 4.7%
17,432
+159
12
$15.6M 4.31%
370,504
+12,148
13
$13.4M 3.71%
184,935
-433
14
$13.2M 3.64%
167,696
+858
15
$11.4M 3.16%
173,788
-266
16
$11.1M 3.06%
166,940
-4,256
17
$10.6M 2.92%
223,652
-5,969
18
$10.2M 2.83%
220,068
+5,204
19
$9.8M 2.71%
265,781
+4,390
20
$9.79M 2.7%
107,358
+2,649
21
$9.43M 2.6%
86,810
+1,912
22
$9.35M 2.58%
551,320
-10,127
23
$7.3M 2.02%
89,029
+2,852
24
$2.94M 0.81%
27,365
-96
25
$1.93M 0.53%
10,887
-5,248
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