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
$414M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$8.38M
2
+$2.24M
3
+$1.02M
4
VRSN icon
VeriSign
VRSN
+$320K
5
CDK
CDK Global, Inc.
CDK
+$137K

Top Sells

1
+$201K
2
+$186K
3
+$151K
4
RHI icon
Robert Half
RHI
+$73.4K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$69.2K

Sector Composition

1 Financials 28.33%
2 Communication Services 17.44%
3 Technology 14.4%
4 Industrials 14.02%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.7M 7.18%
699,542
+1,343
2
$24.9M 6.02%
91,252
+233
3
$22.7M 5.48%
160,281
+242
4
$21.1M 5.09%
74,718
+33
5
$21M 5.08%
129,661
+346
6
$19.9M 4.82%
198,749
-732
7
$19.4M 4.7%
16,269
+38
8
$18.4M 4.45%
203,483
+11,236
9
$17.8M 4.31%
162,784
+489
10
$17M 4.12%
532,175
+69,841
11
$17M 4.12%
133,151
-80
12
$16.1M 3.88%
120,200
+260
13
$14.2M 3.42%
166,870
+260
14
$14.1M 3.41%
68,779
+1,560
15
$13.9M 3.36%
80,460
+153
16
$13.1M 3.16%
307,527
+3,219
17
$13.1M 3.16%
7,206
+20
18
$12.7M 3.07%
17,458
-12
19
$11.2M 2.7%
232,920
+332
20
$8.73M 2.11%
123,678
+171
21
$8.46M 2.05%
143,819
+827
22
$8.38M 2.03%
+426,419
23
$8.3M 2.01%
110,461
-2,011
24
$7.49M 1.81%
44,247
+146
25
$2.71M 0.66%
105,914
-2,704
1
2 3