HCM

Hutner Capital Management Portfolio holdings

AUM $240M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$3.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$403K
3
+$311K
4
ENB icon
Enbridge
ENB
+$244K
5
CB icon
Chubb
CB
+$236K

Top Sells

1
+$644K
2
+$212K
3
+$177K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$140K
5
AXP icon
American Express
AXP
+$89.8K

Sector Composition

1 Financials 28.71%
2 Consumer Staples 28.36%
3 Healthcare 10.74%
4 Consumer Discretionary 7.99%
5 Communication Services 5.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VRSK icon
26
Verisk Analytics
VRSK
$29.7B
$2.51M 1.05%
11,200
V icon
27
Visa
V
$616B
$2.43M 1.01%
6,923
+1,903
NSC icon
28
Norfolk Southern
NSC
$71.4B
$2.15M 0.9%
7,454
HSY icon
29
Hershey
HSY
$47B
$1.69M 0.71%
9,284
+766
YUM icon
30
Yum! Brands
YUM
$44B
$1.48M 0.62%
9,801
+2,098
DEO icon
31
Diageo
DEO
$45.7B
$1.43M 0.6%
16,606
-162
WFC icon
32
Wells Fargo
WFC
$259B
$1.41M 0.59%
15,087
-17
PGR icon
33
Progressive
PGR
$124B
$1.38M 0.57%
6,039
+499
QSR icon
34
Restaurant Brands International
QSR
$24.7B
$1.21M 0.51%
17,788
+2,002
SHW icon
35
Sherwin-Williams
SHW
$86.1B
$1.17M 0.49%
3,605
+494
EXPD icon
36
Expeditors International
EXPD
$19.7B
$967K 0.4%
6,492
-24
NVS icon
37
Novartis
NVS
$315B
$942K 0.39%
6,832
+399
WEC icon
38
WEC Energy
WEC
$38.3B
$565K 0.24%
5,356
-71
OKE icon
39
Oneok
OKE
$53.4B
$512K 0.21%
6,962
-9,085
MCO icon
40
Moody's
MCO
$83.5B
$483K 0.2%
945
UPS icon
41
United Parcel Service
UPS
$93.8B
$431K 0.18%
4,340
-48
ZTS icon
42
Zoetis
ZTS
$53.2B
$343K 0.14%
2,729
AMT icon
43
American Tower
AMT
$89.3B
$258K 0.11%
1,468
-42
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$3.67T
$249K 0.1%
+794
MDLZ icon
45
Mondelez International
MDLZ
$75.2B
– –
-3,398
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