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
$386M
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.63M
3
+$2.51M
4
STOR
STORE Capital Corporation
STOR
+$2.14M
5
LBRDK icon
Liberty Broadband Class C
LBRDK
+$1.98M

Top Sells

1
+$6.12M
2
+$2.92M
3
+$2.42M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$1.53M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$732K

Sector Composition

1 Financials 29.3%
2 Communication Services 14.93%
3 Technology 14.36%
4 Industrials 13.15%
5 Healthcare 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 6.82%
96,478
+6,799
2
$23.5M 6.07%
201,715
+1,620
3
$22.5M 5.81%
721,386
+55,931
4
$21.8M 5.64%
159,266
+1,168
5
$21M 5.44%
16,241
+169
6
$19M 4.92%
727,863
+82,239
7
$18.6M 4.82%
72,433
+1,455
8
$17M 4.41%
161,940
+702
9
$15.1M 3.92%
163,351
+1,588
10
$14.8M 3.83%
270,153
-236
11
$14.3M 3.7%
190,603
+1,892
12
$13.9M 3.6%
83,154
+14,987
13
$13.4M 3.46%
128,151
+1,751
14
$13.2M 3.42%
121,040
+1,360
15
$13.1M 3.4%
145,271
+13,619
16
$13.1M 3.4%
721,237
+7,926
17
$12.9M 3.35%
232,048
+1,654
18
$11.8M 3.05%
137,520
+1,301
19
$11.8M 3.05%
101,768
+17,111
20
$9.87M 2.56%
7,658
+286
21
$8.88M 2.3%
18,945
+1,536
22
$6.59M 1.71%
61,985
-57,575
23
$4.22M 1.09%
107,696
+83,607
24
$3.5M 0.91%
142,322
+1,592
25
$3.25M 0.84%
22,415
-128
1
2 3 4