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
$430M
AUM Growth
-$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$1.71M
2
+$1.37M
3
+$1.18M
4
STOR
STORE Capital Corporation
STOR
+$768K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$632K

Top Sells

1
+$8.34M
2
+$5.62M
3
+$886K
4
RHI icon
Robert Half
RHI
+$624K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$524K

Sector Composition

1 Financials 29.26%
2 Technology 15.34%
3 Communication Services 14.41%
4 Industrials 13.81%
5 Healthcare 8.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 7.36%
89,679
-1,484
2
$27.6M 6.42%
158,098
-1,472
3
$27.4M 6.38%
665,455
-21,496
4
$23.7M 5.52%
16,072
-215
5
$22.8M 5.31%
200,095
-3,335
6
$21.9M 5.09%
70,978
+183
7
$21.5M 5.01%
188,711
-5,467
8
$18.9M 4.39%
645,624
+26,260
9
$18.4M 4.28%
161,238
-920
10
$16.6M 3.87%
119,680
-580
11
$16.6M 3.86%
126,400
-2,189
12
$16.4M 3.81%
161,763
-2,577
13
$15.2M 3.53%
68,167
-689
14
$13.2M 3.06%
270,389
+28,216
15
$12.8M 2.98%
230,394
-2,646
16
$12.7M 2.96%
131,652
-256
17
$12.4M 2.89%
713,311
+98,272
18
$12.1M 2.82%
119,560
-1,723
19
$11.5M 2.67%
84,657
-991
20
$11.3M 2.62%
136,219
-2,236
21
$10.8M 2.51%
7,372
+139
22
$9.5M 2.21%
17,409
-60
23
$3.67M 0.85%
22,543
-617
24
$3.49M 0.81%
140,730
+47,656
25
$2.92M 0.68%
28,800
1
2 3