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
$369M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.71M
2
+$3.65M
3
+$3.2M
4
AAPL icon
Apple
AAPL
+$1.13M
5
XOM icon
Exxon Mobil
XOM
+$894K

Top Sells

1
+$7.84M
2
+$3.18M
3
+$533K
4
BEN icon
Franklin Resources
BEN
+$515K
5
CABO icon
Cable One
CABO
+$396K

Sector Composition

1 Financials 19.75%
2 Consumer Discretionary 15.37%
3 Industrials 13.48%
4 Healthcare 12.03%
5 Communication Services 10.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.8M 5.89%
287,682
-7,044
2
$17.7M 4.78%
14,953
-219
3
$16.8M 4.54%
332,599
+11,886
4
$15.6M 4.22%
246,902
-378
5
$15.4M 4.17%
298,645
-155
6
$14.6M 3.96%
11,646
-316
7
$14.5M 3.94%
180,982
-4,433
8
$13M 3.51%
147,445
-2,856
9
$12.9M 3.5%
232,293
+3,165
10
$12.8M 3.46%
292,136
+3,178
11
$11.5M 3.12%
85,568
-1,522
12
$11.5M 3.11%
205,064
+20,096
13
$11.5M 3.11%
82,559
-74
14
$10.1M 2.73%
390,316
-6,336
15
$9.87M 2.67%
290,412
-230,562
16
$9.77M 2.64%
109,192
-242
17
$9.67M 2.62%
62,141
+4,660
18
$9.28M 2.51%
44,596
+41,855
19
$8.94M 2.42%
157,876
+3,165
20
$8.84M 2.39%
67,842
-480
21
$8.3M 2.25%
136,000
-780
22
$8.03M 2.17%
145,173
-895
23
$8.03M 2.17%
19,477
-156
24
$7.73M 2.09%
90,733
-290
25
$7.72M 2.09%
673,451
-9,654
1
2 3