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
$489M
AUM Growth
-$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$13M
3
+$11.1M
4
WAT icon
Waters Corp
WAT
+$4.24M
5
IAU icon
iShares Gold Trust
IAU
+$1.02M

Top Sells

1
+$14.1M
2
+$12.4M
3
+$7.94M
4
COF icon
Capital One
COF
+$7.26M
5
BAC icon
Bank of America
BAC
+$6.8M

Sector Composition

1 Financials 27.16%
2 Technology 18.59%
3 Healthcare 12.56%
4 Industrials 7.45%
5 Communication Services 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.1M 6.57%
71,919
+258
2
$32M 6.54%
151,834
-2,751
3
$30.8M 6.3%
75,701
+97
4
$26.5M 5.42%
145,454
-34
5
$25.1M 5.14%
175,974
+384
6
$21.5M 4.39%
103,412
-38,242
7
$21.2M 4.34%
533,601
-171,000
8
$20.9M 4.28%
181,168
+428
9
$17.2M 3.51%
+33,681
10
$15.9M 3.26%
138,425
+969
11
$14.6M 2.98%
50,157
+14,631
12
$14.3M 2.92%
80,254
-32
13
$13.7M 2.8%
8,682
+24
14
$13.2M 2.7%
412,156
-2,270
15
$13M 2.66%
255,080
16
$13M 2.65%
+166,552
17
$12.9M 2.65%
246,944
+950
18
$11.8M 2.4%
183,714
-2,967
19
$11.7M 2.4%
159,843
-371
20
$11.1M 2.26%
+36,436
21
$10.5M 2.15%
75,765
-52,423
22
$10.2M 2.09%
87,439
-2,360
23
$9.18M 1.88%
58,567
+235
24
$8.13M 1.66%
207,712
-7,611
25
$7.44M 1.52%
58,990
+108
1
2 3 4