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
$382M
AUM Growth
+$12.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$666K
2
+$515K
3
+$222K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$203K
5
PFE icon
Pfizer
PFE
+$158K

Top Sells

1
+$7.06M
2
+$6.89M
3
+$4.97M
4
MRK icon
Merck
MRK
+$346K
5
PG icon
Procter & Gamble
PG
+$279K

Sector Composition

1 Financials 16.72%
2 Consumer Discretionary 16.49%
3 Healthcare 13.02%
4 Technology 12.16%
5 Communication Services 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.3M 4.78%
246,055
-847
2
$17.9M 4.69%
333,010
+411
3
$17.9M 4.67%
298,423
-222
4
$17.2M 4.49%
11,544
-102
5
$17M 4.45%
14,892
-61
6
$15.5M 4.06%
305,243
+13,107
7
$15.4M 4.02%
176,995
-3,987
8
$14.8M 3.87%
201,376
-3,688
9
$14.6M 3.83%
231,943
-350
10
$14.3M 3.75%
192,711
-94,971
11
$12.9M 3.38%
81,935
-624
12
$12.8M 3.34%
145,758
-1,687
13
$11.9M 3.12%
84,839
-729
14
$11.8M 3.08%
158,759
+883
15
$11.2M 2.94%
387,724
-2,592
16
$10.5M 2.74%
285,126
-5,286
17
$10.4M 2.71%
109,572
+380
18
$10.1M 2.63%
44,440
-156
19
$9.73M 2.55%
67,308
-534
20
$9.4M 2.46%
19,379
-98
21
$9.22M 2.41%
61,923
-218
22
$9.1M 2.38%
135,820
-180
23
$8.57M 2.24%
144,497
-676
24
$8.46M 2.21%
90,304
-429
25
$8.25M 2.16%
80,180
-447
1
2 3