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
$371M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$9.11M
2
+$1.46M
3
+$1.05M
4
INTC icon
Intel
INTC
+$564K
5
WSM icon
Williams-Sonoma
WSM
+$296K

Top Sells

1
+$10.9M
2
+$871K
3
+$271K
4
MRK icon
Merck
MRK
+$250K
5
MCK icon
McKesson
MCK
+$213K

Sector Composition

1 Industrials 20.07%
2 Consumer Discretionary 17.82%
3 Healthcare 16%
4 Financials 14.09%
5 Energy 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.5M 6.62%
1,018,612
+4,816
2
$23.3M 6.29%
462,977
-5,383
3
$22.5M 6.08%
348,925
-13,494
4
$20.9M 5.65%
549,954
+14,807
5
$20.7M 5.59%
375,915
+3,300
6
$19.7M 5.31%
550,876
+2,033
7
$19.6M 5.27%
405,674
+21,695
8
$18.4M 4.97%
17,243
-198
9
$17.7M 4.78%
439,590
-41
10
$17.7M 4.77%
708,698
+11,876
11
$17.1M 4.62%
280,331
-4,098
12
$16.4M 4.42%
759,137
+281
13
$15.4M 4.16%
183,568
-997
14
$13.6M 3.66%
166,828
-401
15
$12.7M 3.41%
169,830
-2,535
16
$12.6M 3.41%
164,298
-1,805
17
$11.7M 3.16%
259,802
-3,839
18
$10.7M 2.9%
108,355
-221
19
$10.5M 2.82%
87,702
-284
20
$9.11M 2.46%
+56,596
21
$9.03M 2.43%
653,570
+105,703
22
$7.31M 1.97%
89,113
-1,450
23
$3.15M 0.85%
26,775
-420
24
$2.58M 0.7%
10,159
-655
25
$1.88M 0.51%
55,447
-1,091
1
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