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
$322M
AUM Growth
-$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$8.71M

Top Sells

1
+$7.79M
2
+$7.64M
3
+$6M
4
WSM icon
Williams-Sonoma
WSM
+$5.64M
5
VLO icon
Valero Energy
VLO
+$5.55M

Sector Composition

1 Financials 15.77%
2 Consumer Discretionary 15.48%
3 Healthcare 15.38%
4 Industrials 15.29%
5 Materials 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.1M 6.55%
751,517
-12,843
2
$17.1M 5.32%
308,496
-2,542
3
$16M 4.99%
522,532
-183,836
4
$15.9M 4.95%
690,948
-9,330
5
$15.8M 4.9%
363,408
-179,476
6
$15.8M 4.9%
272,064
-3,868
7
$15.6M 4.84%
296,270
-103,822
8
$15M 4.68%
231,058
-117,395
9
$14.5M 4.5%
291,182
-120,745
10
$14.3M 4.44%
13,178
-3,801
11
$13.9M 4.33%
216,589
-1,090
12
$13.5M 4.21%
236,198
-39,735
13
$11.6M 3.61%
105,683
-1,793
14
$11.1M 3.44%
85,977
-1,316
15
$10.1M 3.14%
757,318
-9,412
16
$9.61M 2.99%
56,490
-493
17
$9.16M 2.85%
186,139
-2,266
18
$9.03M 2.81%
203,320
-4,693
19
$8.81M 2.74%
+275,002
20
$8.71M 2.71%
+11,875
21
$8M 2.49%
81,164
-41,899
22
$7.56M 2.35%
177,702
-2,124
23
$6.92M 2.15%
83,642
-1,201
24
$5.68M 1.77%
51,234
-50,046
25
$3.7M 1.15%
91,285
-105,012
1
2 3