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
$387M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$5.31M
2
+$628K
3
+$461K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$429K
5
ABBV icon
AbbVie
ABBV
+$203K

Top Sells

1
+$5.05M
2
+$1.76M
3
+$1.22M
4
DE icon
Deere & Co
DE
+$1.13M
5
MSFT icon
Microsoft
MSFT
+$719K

Sector Composition

1 Financials 31.17%
2 Technology 14.36%
3 Energy 10.41%
4 Communication Services 9.76%
5 Healthcare 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.2M 7.8%
97,864
+468
2
$26.2M 6.76%
202,049
+414
3
$24.2M 6.25%
731,108
+4,948
4
$21.7M 5.59%
16,434
+79
5
$21.6M 5.58%
674,149
-54,976
6
$20.8M 5.36%
159,846
+394
7
$17.2M 4.44%
83,823
+489
8
$16.8M 4.34%
70,080
-2,999
9
$16.4M 4.23%
164,920
+1,578
10
$15.6M 4.02%
230,218
-2,816
11
$15.3M 3.95%
164,198
+704
12
$15.1M 3.89%
136,795
-1,061
13
$13.9M 3.59%
188,643
-4,320
14
$13.9M 3.58%
220,445
+928
15
$11.9M 3.08%
128,249
-1,578
16
$10.9M 2.81%
15,309
+7,459
17
$10.9M 2.81%
123,315
+1,780
18
$8.79M 2.27%
144,370
-2,313
19
$7.66M 1.98%
60,400
-2,042
20
$6.25M 1.61%
18,431
-616
21
$5.71M 1.47%
220,336
+24,258
22
$5.41M 1.4%
593,845
-134,292
23
$4.44M 1.15%
107,622
-16
24
$4.17M 1.08%
172,906
-6,528
25
$3.93M 1.01%
145,388
-319
1
2 3