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
$459M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$941K
3
+$661K
4
DUHP icon
Dimensional US High Profitability ETF
DUHP
+$612K
5
DFSI icon
Dimensional International Sustainability Core 1 ETF
DFSI
+$307K

Top Sells

1
+$4.69M
2
+$1.99M
3
+$729K
4
BAC icon
Bank of America
BAC
+$662K
5
OXY icon
Occidental Petroleum
OXY
+$591K

Sector Composition

1 Financials 31.26%
2 Technology 16.19%
3 Healthcare 10.24%
4 Industrials 8.75%
5 Communication Services 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34M 7.41%
95,378
+1,854
2
$29.7M 6.47%
154,315
+369
3
$26.9M 5.86%
71,504
-442
4
$23.4M 5.09%
694,069
-19,661
5
$22.5M 4.91%
141,359
-681
6
$20.2M 4.4%
144,404
+76
7
$19.3M 4.21%
179,938
-299
8
$18.1M 3.94%
174,856
-137
9
$16.6M 3.61%
80,496
-87
10
$16.5M 3.61%
126,168
+993
11
$16.3M 3.56%
185,921
+924
12
$16M 3.5%
255,080
13
$13.4M 2.93%
134,452
+2,912
14
$12.3M 2.68%
8,655
-26
15
$12.3M 2.68%
155,580
-3,168
16
$12.1M 2.65%
203,395
-9,890
17
$11.9M 2.59%
154,959
-4,478
18
$11.6M 2.53%
35,292
-92
19
$11.5M 2.51%
244,484
+479
20
$11.5M 2.5%
90,444
-271
21
$8.02M 1.75%
55,093
-5,008
22
$7.57M 1.65%
58,243
+23
23
$6.71M 1.46%
229,524
+4,541
24
$6.64M 1.45%
17,081
-473
25
$6.23M 1.36%
11,186
-3,572
1
2 3 4