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
$353M
AUM Growth
-$9.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.74M
3
+$213K
4
NVO icon
Novo Nordisk
NVO
+$175K
5
WSM icon
Williams-Sonoma
WSM
+$162K

Top Sells

1
+$10.2M
2
+$600K
3
+$317K
4
BK icon
Bank of New York Mellon
BK
+$286K
5
MRK icon
Merck
MRK
+$146K

Sector Composition

1 Industrials 20.43%
2 Consumer Discretionary 17.55%
3 Financials 17.17%
4 Healthcare 16.09%
5 Energy 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.8M 6.73%
362,419
-9,152
2
$22.4M 6.36%
468,360
+2,895
3
$21.7M 6.16%
1,013,796
+8,162
4
$20.6M 5.85%
372,615
-684
5
$19.1M 5.4%
439,631
+69,127
6
$18.1M 5.12%
548,843
-4,372
7
$18.1M 5.11%
535,147
-9,395
8
$17.4M 4.93%
284,429
-2,395
9
$17.3M 4.91%
758,856
+120,162
10
$17.3M 4.89%
383,979
+2,103
11
$17M 4.82%
17,441
+9
12
$16.9M 4.79%
696,822
+6,696
13
$13.5M 3.81%
167,229
-467
14
$12.1M 3.42%
184,565
-370
15
$11.9M 3.37%
172,365
-1,423
16
$11.2M 3.17%
166,103
-837
17
$11.2M 3.17%
263,641
-2,140
18
$11.1M 3.15%
218,054
-5,598
19
$9.24M 2.62%
87,986
+1,176
20
$9.16M 2.6%
108,576
+1,218
21
$8.81M 2.5%
547,867
-3,453
22
$7.31M 2.07%
90,563
+1,534
23
$2.84M 0.8%
27,195
-170
24
$2.14M 0.61%
10,814
-73
25
$1.8M 0.51%
56,538
-316
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