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
$401M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$1.19M
3
+$877K
4
VRSN icon
VeriSign
VRSN
+$674K
5
CDK
CDK Global, Inc.
CDK
+$478K

Top Sells

1
+$10.2M
2
+$6.49M
3
+$482K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$472K
5
MSFT icon
Microsoft
MSFT
+$452K

Sector Composition

1 Financials 26.76%
2 Communication Services 14.9%
3 Industrials 14.3%
4 Technology 12.98%
5 Healthcare 11.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 6.76%
700,344
-3,925
2
$23.3M 5.82%
91,214
-1,709
3
$19.4M 4.84%
158,650
-12
4
$18.4M 4.6%
16,181
-141
5
$18.4M 4.58%
192,013
+9,178
6
$17.8M 4.45%
134,308
-3,080
7
$17.6M 4.4%
74,737
-1,918
8
$17.4M 4.35%
163,112
-4,508
9
$17.4M 4.33%
230,626
-1,218
10
$16.7M 4.18%
131,500
-3,292
11
$16.4M 4.09%
303,011
+8,845
12
$15.7M 3.93%
201,490
-4,860
13
$15.2M 3.79%
452,783
+35,390
14
$13.3M 3.33%
67,077
+3,390
15
$13M 3.24%
7,091
-6
16
$12.7M 3.17%
172,559
-2,328
17
$12.4M 3.1%
120,640
-4,580
18
$12M 2.99%
76,857
-1,367
19
$11.6M 2.89%
77,139
+29,400
20
$11.5M 2.87%
62,235
-1,121
21
$11.3M 2.83%
336,364
-6,886
22
$10.8M 2.7%
17,534
-335
23
$8.91M 2.22%
124,483
-3,334
24
$8.01M 2%
143,393
-3,288
25
$3.07M 0.77%
119,660
+8
1
2 3