HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$332M
AUM Growth
+$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$8.01M
2
+$7.96M
3
+$7.49M
4
USB icon
US Bancorp
USB
+$6.92M
5
THO icon
Thor Industries
THO
+$6.11M

Top Sells

1
+$10.2M
2
+$9.01M
3
+$6.58M
4
JCI icon
Johnson Controls International
JCI
+$3M
5
CPB icon
Campbell Soup
CPB
+$2.99M

Sector Composition

1 Consumer Discretionary 17.47%
2 Financials 16.23%
3 Industrials 14.98%
4 Healthcare 13.15%
5 Technology 10.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 5.57%
297,598
-802
2
$16M 4.83%
298,438
+2,051
3
$15.5M 4.66%
320,439
+6,293
4
$15.3M 4.6%
192,410
-3,261
5
$15.1M 4.56%
15,194
+1,760
6
$15M 4.5%
229,453
-1,715
7
$14.7M 4.42%
521,246
-198
8
$13.4M 4.04%
248,797
+1,920
9
$12.4M 3.74%
245,083
+4,099
10
$11.8M 3.56%
12,057
-36
11
$10.6M 3.18%
403,994
-344,330
12
$10.5M 3.16%
150,218
-299
13
$10.5M 3.16%
57,545
+146
14
$10.3M 3.1%
87,306
+394
15
$9.73M 2.93%
82,515
+844
16
$9.73M 2.93%
696,715
+3,906
17
$9.56M 2.88%
153,347
+97,911
18
$9.17M 2.76%
109,030
+1,852
19
$8.99M 2.71%
271,141
-863
20
$8.97M 2.7%
336,632
+166,550
21
$8.66M 2.61%
182,356
+168,676
22
$7.96M 2.4%
+135,300
23
$7.62M 2.29%
89,821
+36,564
24
$7.49M 2.26%
+67,478
25
$7.42M 2.23%
91,786
+8,762
1
2 3