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
$385M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$253K
3
+$155K
4
SPG icon
Simon Property Group
SPG
+$82.3K
5
WSM icon
Williams-Sonoma
WSM
+$60.1K

Top Sells

1
+$8.93M
2
+$2.16M
3
+$1.78M
4
CCL icon
Carnival Corp
CCL
+$752K
5
INTC icon
Intel
INTC
+$620K

Sector Composition

1 Consumer Discretionary 17.2%
2 Industrials 17.11%
3 Healthcare 15.14%
4 Financials 13.9%
5 Energy 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 7.03%
1,010,052
-8,560
2
$25.4M 6.6%
457,670
-5,307
3
$24.8M 6.43%
536,517
-13,437
4
$22.5M 5.83%
370,289
-5,626
5
$22.4M 5.81%
337,597
-11,328
6
$22M 5.71%
403,653
-2,021
7
$19.7M 5.12%
769,010
+9,873
8
$19.5M 5.06%
17,119
-124
9
$19.5M 5.05%
540,493
-10,383
10
$18.4M 4.77%
711,024
+2,326
11
$14.9M 3.88%
278,201
-2,130
12
$14.8M 3.85%
161,514
-2,784
13
$14.5M 3.76%
169,227
-603
14
$14.3M 3.72%
181,965
-1,603
15
$12.1M 3.13%
166,346
-482
16
$11.9M 3.1%
108,316
-39
17
$11.2M 2.9%
87,913
+211
18
$10.1M 2.62%
213,986
-45,816
19
$9.8M 2.54%
57,075
+479
20
$9.48M 2.46%
+196,977
21
$7.82M 2.03%
205,258
-234,332
22
$7.12M 1.85%
85,131
-3,982
23
$5.43M 1.41%
492,166
-161,404
24
$3.34M 0.87%
26,711
-64
25
$3.04M 0.79%
10,313
+154
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