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
$368M
AUM Growth
-$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$4.69M
3
+$1.31M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.11M
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$943K

Top Sells

1
+$14.8M
2
+$361K
3
+$312K
4
INTC icon
Intel
INTC
+$281K
5
RTX icon
RTX Corp
RTX
+$226K

Sector Composition

1 Financials 29.23%
2 Technology 14.76%
3 Communication Services 11.48%
4 Energy 9.62%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26M 7.07%
97,396
+918
2
$23.4M 6.37%
201,635
-80
3
$22.8M 6.21%
729,125
+1,262
4
$22M 5.99%
159,452
+186
5
$21.9M 5.96%
726,160
+4,774
6
$17.7M 4.82%
16,355
+114
7
$17M 4.63%
73,079
+646
8
$15.6M 4.24%
163,494
+143
9
$14.8M 4.01%
192,963
+2,360
10
$14.7M 3.98%
163,342
+1,402
11
$14.5M 3.93%
83,334
+180
12
$13.5M 3.67%
+219,517
13
$12M 3.27%
137,856
+336
14
$12M 3.25%
129,827
+1,676
15
$11.6M 3.16%
121,535
+495
16
$11.6M 3.15%
233,034
+986
17
$9.68M 2.63%
146,683
+1,412
18
$8.93M 2.43%
728,137
+6,900
19
$8.41M 2.29%
113,940
+12,172
20
$6.7M 1.82%
7,850
+192
21
$6.67M 1.81%
62,442
+457
22
$5.78M 1.57%
19,047
+102
23
$5.08M 1.38%
196,078
+181,236
24
$4.33M 1.18%
179,434
+37,112
25
$4.33M 1.18%
107,638
-58
1
2 3