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
$356M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$7.33M
3
+$2.04M
4
UNP icon
Union Pacific
UNP
+$970K
5
PG icon
Procter & Gamble
PG
+$428K

Top Sells

1
+$560K
2
+$501K
3
+$358K
4
INGR icon
Ingredion
INGR
+$210K
5
DNOW icon
DNOW Inc
DNOW
+$201K

Sector Composition

1 Consumer Discretionary 17.99%
2 Financials 17.85%
3 Industrials 14.31%
4 Healthcare 12%
5 Communication Services 10.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.6M 5.78%
294,726
-2,872
2
$16.9M 4.76%
520,974
-272
3
$16.5M 4.65%
15,172
-22
4
$15.2M 4.27%
320,713
+274
5
$14.8M 4.17%
185,415
-6,995
6
$14.3M 4.02%
298,800
+362
7
$14M 3.94%
11,962
-95
8
$13.5M 3.79%
247,280
-1,517
9
$13.5M 3.78%
288,958
+43,875
10
$13.1M 3.67%
229,128
-325
11
$13.1M 3.67%
150,301
+83
12
$11.1M 3.11%
82,633
+118
13
$10.8M 3.04%
87,090
-216
14
$10.1M 2.85%
396,652
-7,342
15
$10.1M 2.83%
683,105
-13,610
16
$9.54M 2.68%
68,322
+844
17
$9.43M 2.65%
109,434
+404
18
$9.18M 2.58%
57,481
-64
19
$9.15M 2.57%
184,968
+2,612
20
$9.04M 2.54%
154,711
+1,364
21
$8.93M 2.51%
256,735
-14,406
22
$7.79M 2.19%
91,023
+1,202
23
$7.76M 2.18%
+19,633
24
$7.65M 2.15%
146,068
+2,384
25
$7.41M 2.08%
136,780
+1,480
1
2 3