HCM

Hutchinson Capital Management Portfolio holdings

AUM $583M
1-Year Est. Return 13.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$548M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$2.95M
3
+$2.79M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$1.71M
5
CMCSA icon
Comcast
CMCSA
+$1.71M

Top Sells

1
+$7.88M
2
+$4.25M
3
+$692K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$569K
5
J icon
Jacobs Solutions
J
+$467K

Sector Composition

1 Financials 30.02%
2 Technology 19.05%
3 Consumer Discretionary 7.34%
4 Communication Services 6.67%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.1M 6.4%
72,240
-1,120
2
$33.7M 6.15%
67,708
-1,057
3
$26.7M 4.88%
100,187
-1,214
4
$26.4M 4.81%
557,341
+33,645
5
$25.1M 4.58%
142,465
-2,426
6
$24.6M 4.49%
119,924
-1,144
7
$18.8M 3.43%
143,078
-3,784
8
$17.4M 3.17%
236,256
-4,958
9
$17M 3.11%
44,011
-697
10
$16.9M 3.09%
48,496
-685
11
$16.6M 3.03%
8,309
-143
12
$16.5M 3.02%
57,256
-15,701
13
$15.5M 2.82%
72,685
-1,123
14
$15.4M 2.8%
257,080
15
$15.2M 2.77%
426,889
+8,378
16
$14.8M 2.71%
161,787
-2,369
17
$14.2M 2.59%
64,809
-815
18
$14.1M 2.57%
130,811
-6,469
19
$13.9M 2.53%
200,817
+13,949
20
$12.8M 2.33%
255,224
+59,177
21
$12.7M 2.32%
+31,133
22
$10.7M 1.96%
35,853
-216
23
$10.4M 1.89%
244,363
+43,667
24
$9.96M 1.82%
148,230
-3,934
25
$9.92M 1.81%
98,339
-1,559
1
2 3 4