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
$426M
AUM Growth
+$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$10.4M
3
+$9.77M
4
WAT icon
Waters Corp
WAT
+$9.51M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$5.34M

Top Sells

1
+$11.6M
2
+$8M
3
+$4.45M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.23M
5
AAPL icon
Apple
AAPL
+$938K

Sector Composition

1 Financials 30.66%
2 Technology 17.5%
3 Healthcare 9.38%
4 Communication Services 8.95%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.4M 7.6%
94,987
-3,600
2
$30.3M 7.1%
156,094
-4,837
3
$24.9M 5.85%
73,167
-2,426
4
$20.7M 4.85%
721,112
-15,836
5
$19M 4.45%
143,194
-60,473
6
$18.4M 4.31%
81,299
-3,185
7
$17.9M 4.2%
182,031
-4,577
8
$17.4M 4.09%
145,701
-4,765
9
$16.4M 3.84%
+255,080
10
$14.3M 3.35%
176,470
-54,984
11
$14.2M 3.34%
132,585
-4,713
12
$14.1M 3.3%
187,056
-5,405
13
$13.8M 3.23%
125,941
-4,583
14
$13.5M 3.16%
160,809
+15,559
15
$12.6M 2.96%
214,712
-5,960
16
$12.1M 2.84%
8,754
-8,394
17
$11.1M 2.6%
160,306
-5,833
18
$10.4M 2.43%
+91,310
19
$9.81M 2.3%
14,925
-498
20
$9.77M 2.29%
+246,113
21
$9.51M 2.23%
+35,676
22
$6.87M 1.61%
58,531
-2,222
23
$6.52M 1.53%
17,751
-770
24
$6.41M 1.51%
244,698
+12,404
25
$6.11M 1.43%
224,983
+196,623
1
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