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
$302M
AUM Growth
-$80.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$7.67M
3
+$6.21M
4
WFC icon
Wells Fargo
WFC
+$4.12M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.12M

Top Sells

1
+$15.5M
2
+$7.68M
3
+$4.28M
4
OIH icon
VanEck Oil Services ETF
OIH
+$3.54M
5
CABO icon
Cable One
CABO
+$335K

Sector Composition

1 Financials 21.69%
2 Technology 16.58%
3 Healthcare 14.75%
4 Communication Services 14.75%
5 Consumer Discretionary 10.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 6.17%
11,340
-204
2
$16M 5.31%
296,268
-2,155
3
$14.5M 4.79%
243,965
-2,090
4
$14.3M 4.74%
78,403
+33,963
5
$14.2M 4.69%
15,270
+378
6
$13.7M 4.53%
476,597
+143,587
7
$13.6M 4.5%
185,023
+8,028
8
$13M 4.3%
82,438
+503
9
$12.7M 4.2%
199,616
-1,760
10
$12.4M 4.09%
188,711
-4,000
11
$11.5M 3.81%
382,398
-5,326
12
$11.1M 3.66%
+149,924
13
$10.1M 3.34%
84,089
-750
14
$8.59M 2.84%
227,528
-4,415
15
$8.41M 2.78%
19,271
-108
16
$7.99M 2.64%
148,405
+2,647
17
$7.87M 2.6%
135,380
-440
18
$7.67M 2.54%
+42,587
19
$6.57M 2.17%
155,641
-3,118
20
$6.54M 2.16%
67,663
+355
21
$6.12M 2.02%
287,784
+2,658
22
$5.9M 1.95%
155,484
+51,110
23
$5.79M 1.92%
114,892
+34,712
24
$5.31M 1.76%
107,042
-2,530
25
$5.04M 1.67%
111,186
+20,882
1
2 3