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
$384M
AUM Growth
+$48.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$14.2M
3
+$4.86M
4
PGR icon
Progressive
PGR
+$3.51M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.31M

Top Sells

1
+$8.46M
2
+$8.21M
3
+$7.14M
4
INTC icon
Intel
INTC
+$5.72M
5
J icon
Jacobs Solutions
J
+$938K

Sector Composition

1 Financials 26.15%
2 Technology 15.94%
3 Communication Services 15.09%
4 Industrials 12.98%
5 Healthcare 12.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 5.6%
92,923
-1,435
2
$21.3M 5.55%
704,269
+37,895
3
$21.1M 5.48%
158,662
-5,706
4
$18.1M 4.7%
182,835
+35,496
5
$17.1M 4.43%
76,655
-2,498
6
$16.9M 4.39%
16,322
+1,397
7
$15.8M 4.12%
231,844
-3,591
8
$15.8M 4.11%
7,097
-121
9
$15.2M 3.97%
+294,166
10
$15.1M 3.93%
167,620
-10,408
11
$14.2M 3.69%
+417,393
12
$13.8M 3.58%
63,687
+22,466
13
$13.7M 3.55%
174,887
-2,086
14
$13.3M 3.47%
134,792
-1,796
15
$13M 3.38%
137,388
-3,269
16
$12.9M 3.35%
206,350
-9,780
17
$12.1M 3.14%
78,224
-1,619
18
$12M 3.12%
343,250
-16,742
19
$11.8M 3.07%
17,869
-366
20
$11.5M 2.99%
63,356
-1,182
21
$11M 2.85%
125,220
-2,460
22
$8.49M 2.21%
170,327
-114,811
23
$7.56M 1.97%
47,739
+20,907
24
$7.23M 1.88%
127,817
-2,770
25
$6.49M 1.69%
139,344
-3,430
1
2 3