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
$494M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$9.33M
2
+$8.33M
3
+$834K
4
DEO icon
Diageo
DEO
+$564K
5
KMX icon
CarMax
KMX
+$458K

Top Sells

1
+$8.32M
2
+$6.64M
3
+$6.23M
4
LBRDK icon
Liberty Broadband Class C
LBRDK
+$3.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.03M

Sector Composition

1 Financials 31.79%
2 Technology 14.79%
3 Healthcare 10.58%
4 Energy 8.74%
5 Industrials 8.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 6.44%
75,604
-19,774
2
$30.1M 6.1%
71,661
+157
3
$29.3M 5.93%
141,654
+295
4
$26.7M 5.41%
704,601
+10,532
5
$26.5M 5.37%
154,585
+270
6
$23M 4.65%
180,740
+802
7
$22.5M 4.56%
175,590
+734
8
$22M 4.44%
145,488
+1,084
9
$19.1M 3.86%
128,188
+2,020
10
$16M 3.23%
137,456
+3,004
11
$15.2M 3.08%
80,286
-210
12
$14.8M 3%
186,681
+760
13
$14.5M 2.94%
245,994
+1,510
14
$14.3M 2.89%
255,080
15
$14.1M 2.84%
216,230
+12,835
16
$14M 2.82%
160,214
+5,255
17
$13.2M 2.67%
8,658
+3
18
$13.1M 2.65%
414,426
+263,590
19
$12.4M 2.52%
155,809
+229
20
$12.2M 2.48%
35,526
+234
21
$11.6M 2.34%
89,799
-645
22
$9.96M 2.02%
58,332
+89
23
$9.33M 1.89%
+215,323
24
$8.76M 1.77%
58,882
+3,789
25
$7.57M 1.53%
236,932
+7,408
1
2 3 4