HCM

Hutchinson Capital Management Portfolio holdings

AUM $578M
1-Year Est. Return 10.64%
This Quarter Est. Return
1 Year Est. Return
+10.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$524M
AUM Growth
-$5.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$4.93M
3
+$3.14M
4
NVO icon
Novo Nordisk
NVO
+$779K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$300K

Top Sells

1
+$16.9M
2
+$3.06M
3
+$1.05M
4
MSFT icon
Microsoft
MSFT
+$587K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$534K

Sector Composition

1 Financials 30.8%
2 Technology 19.3%
3 Consumer Discretionary 7.98%
4 Healthcare 6.72%
5 Communication Services 6.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.1M 7.45%
73,360
-1,002
2
$28.7M 5.48%
101,401
-1,059
3
$26.9M 5.13%
121,068
-1,247
4
$25.8M 4.92%
68,765
-1,564
5
$22.4M 4.27%
144,891
-1,904
6
$21.9M 4.17%
523,696
-5,186
7
$18.5M 3.53%
72,957
-4,149
8
$18.1M 3.46%
49,181
-645
9
$17.6M 3.35%
146,862
-2,251
10
$17.2M 3.27%
241,214
-3,245
11
$17.1M 3.27%
44,708
+44,189
12
$16.3M 3.11%
137,280
-1,048
13
$16.1M 3.07%
164,156
-1,556
14
$15.8M 3.01%
8,452
-83
15
$14.4M 2.75%
257,080
16
$13.9M 2.65%
418,511
-4,763
17
$13.2M 2.52%
73,808
-889
18
$13M 2.48%
186,868
+11,217
19
$12.5M 2.38%
65,624
-732
20
$11.9M 2.26%
152,164
-4,095
21
$11.3M 2.15%
36,069
-275
22
$10.5M 2%
99,898
-93
23
$10M 1.91%
108,083
-535
24
$9.83M 1.88%
196,047
+62,590
25
$8.39M 1.6%
227,327
+133,546
1
2 3 4