HCM

Hutner Capital Management Portfolio holdings

AUM $236M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$16.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$515K
3
+$452K
4
FNV icon
Franco-Nevada
FNV
+$395K
5
ENB icon
Enbridge
ENB
+$356K

Top Sells

1
+$754K
2
+$287K
3
+$33.3K
4
QSR icon
Restaurant Brands International
QSR
+$10.8K
5
WMT icon
Walmart
WMT
+$6.7K

Sector Composition

1 Consumer Staples 29.45%
2 Financials 28.24%
3 Healthcare 10.55%
4 Consumer Discretionary 8.14%
5 Energy 5.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADI icon
26
Analog Devices
ADI
$133B
$2.77M 1.17%
11,278
+732
NSC icon
27
Norfolk Southern
NSC
$65.7B
$2.24M 0.95%
7,454
+110
V icon
28
Visa
V
$637B
$1.71M 0.72%
5,020
+686
DEO icon
29
Diageo
DEO
$51.3B
$1.6M 0.68%
16,768
HSY icon
30
Hershey
HSY
$36.9B
$1.59M 0.67%
8,518
+923
PGR icon
31
Progressive
PGR
$133B
$1.37M 0.58%
5,540
+186
WFC icon
32
Wells Fargo
WFC
$275B
$1.27M 0.54%
15,104
-14
OKE icon
33
Oneok
OKE
$46.9B
$1.17M 0.5%
16,047
-3,937
YUM icon
34
Yum! Brands
YUM
$41.3B
$1.17M 0.5%
7,703
+1,379
SHW icon
35
Sherwin-Williams
SHW
$83.9B
$1.08M 0.46%
3,111
+396
QSR icon
36
Restaurant Brands International
QSR
$24.8B
$1.01M 0.43%
15,786
-168
NVS icon
37
Novartis
NVS
$257B
$825K 0.35%
6,433
+646
EXPD icon
38
Expeditors International
EXPD
$19.9B
$799K 0.34%
6,516
-10
WEC icon
39
WEC Energy
WEC
$34.9B
$622K 0.26%
5,427
MCO icon
40
Moody's
MCO
$87.4B
$450K 0.19%
945
ZTS icon
41
Zoetis
ZTS
$54.2B
$399K 0.17%
2,729
+752
UPS icon
42
United Parcel Service
UPS
$82.7B
$367K 0.16%
4,388
-15
AMT icon
43
American Tower
AMT
$81.8B
$290K 0.12%
1,510
-28
MDLZ icon
44
Mondelez International
MDLZ
$72.2B
$212K 0.09%
3,398
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