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
$403M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$550K
2
+$330K
3
+$234K
4
SPG icon
Simon Property Group
SPG
+$225K
5
HD icon
Home Depot
HD
+$213K

Top Sells

1
+$12M
2
+$5.34M
3
+$4.67M
4
NVO icon
Novo Nordisk
NVO
+$4.35M
5
DIS icon
Walt Disney
DIS
+$3.19M

Sector Composition

1 Financials 28.73%
2 Communication Services 15.67%
3 Technology 14.71%
4 Industrials 14.51%
5 Healthcare 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.8M 7.14%
698,199
-2,145
2
$25.3M 6.27%
91,019
-195
3
$21.9M 5.43%
160,039
+1,389
4
$20.2M 5.02%
74,685
-52
5
$20M 4.96%
129,315
-2,185
6
$19.3M 4.78%
16,231
+50
7
$18.9M 4.68%
192,247
+234
8
$17.9M 4.44%
162,295
-817
9
$17.7M 4.4%
199,481
-2,009
10
$17.2M 4.27%
133,231
-1,077
11
$16M 3.96%
462,334
+9,551
12
$15.3M 3.79%
67,219
+142
13
$15.1M 3.75%
304,308
+1,297
14
$14.6M 3.63%
119,940
-700
15
$13.9M 3.46%
80,307
+3,168
16
$13.9M 3.45%
166,610
-64,016
17
$13.7M 3.41%
7,186
+95
18
$12.6M 3.13%
17,470
-64
19
$9.74M 2.42%
232,588
-103,776
20
$9.64M 2.39%
123,507
-976
21
$9.02M 2.24%
142,992
-401
22
$8.75M 2.17%
112,472
-60,087
23
$7.75M 1.92%
44,101
-18,134
24
$2.78M 0.69%
108,618
-11,042
25
$2.48M 0.61%
10,334
+45
1
2 3