HCM

Hutner Capital Management Portfolio holdings

AUM $220M
1-Year Est. Return 18.72%
This Quarter Est. Return
1 Year Est. Return
+18.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1 +$1.62M
2 +$600K
3 +$543K
4
AAPL icon
Apple
AAPL
+$527K
5
PGR icon
Progressive
PGR
+$498K

Top Sells

1 +$6.56M
2 +$1.28M
3 +$887K
4
JNJ icon
Johnson & Johnson
JNJ
+$774K
5
VRSK icon
Verisk Analytics
VRSK
+$629K

Sector Composition

1 Consumer Staples 31.65%
2 Financials 29.46%
3 Healthcare 9.53%
4 Consumer Discretionary 7.89%
5 Energy 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ADI icon
26
Analog Devices
ADI
$119B
$2.51M 1.14%
10,546
-1,954
NSC icon
27
Norfolk Southern
NSC
$65B
$1.88M 0.86%
7,344
-120
DEO icon
28
Diageo
DEO
$54.3B
$1.69M 0.77%
16,768
-948
OKE icon
29
Oneok
OKE
$42.9B
$1.63M 0.74%
19,984
-385
V icon
30
Visa
V
$664B
$1.54M 0.7%
4,334
+1,690
PGR icon
31
Progressive
PGR
$132B
$1.43M 0.65%
5,354
+1,867
HSY icon
32
Hershey
HSY
$38.1B
$1.26M 0.57%
7,595
-535
WFC icon
33
Wells Fargo
WFC
$262B
$1.21M 0.55%
15,118
+1
QSR icon
34
Restaurant Brands International
QSR
$22.1B
$1.06M 0.48%
15,954
-5,706
YUM icon
35
Yum! Brands
YUM
$40.3B
$937K 0.43%
6,324
+1,215
SHW icon
36
Sherwin-Williams
SHW
$82.5B
$932K 0.42%
2,715
+289
EXPD icon
37
Expeditors International
EXPD
$16.3B
$746K 0.34%
6,526
-780
NVS icon
38
Novartis
NVS
$254B
$700K 0.32%
5,787
+23
WEC icon
39
WEC Energy
WEC
$37.6B
$565K 0.26%
5,427
MCO icon
40
Moody's
MCO
$84.5B
$474K 0.22%
945
UPS icon
41
United Parcel Service
UPS
$73.2B
$444K 0.2%
4,403
-149
AMT icon
42
American Tower
AMT
$89.6B
$340K 0.15%
1,538
-8
ZTS icon
43
Zoetis
ZTS
$63.8B
$308K 0.14%
1,977
-138
MDLZ icon
44
Mondelez International
MDLZ
$80.8B
$229K 0.1%
3,398
-249
CVX icon
45
Chevron
CVX
$308B
-2,488
KHC icon
46
Kraft Heinz
KHC
$30.2B
-13,824
UNH icon
47
UnitedHealth
UNH
$323B
-400
VZ icon
48
Verizon
VZ
$171B
-5,370