HCM

Hutner Capital Management Portfolio holdings

AUM $243M
1-Year Est. Return 10.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$199K
2
+$193K
3
+$180K
4
VRSK icon
Verisk Analytics
VRSK
+$113K
5
O icon
Realty Income
O
+$88.5K

Top Sells

1
+$625K
2
+$414K
3
+$264K
4
UPS icon
United Parcel Service
UPS
+$203K
5
GPC icon
Genuine Parts
GPC
+$170K

Sector Composition

1 Consumer Staples 29.99%
2 Financials 26.59%
3 Healthcare 10.52%
4 Consumer Discretionary 7.83%
5 Energy 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
26
Visa
V
$594B
$2.27M 0.93%
7,523
+600
VRSK icon
27
Verisk Analytics
VRSK
$23.5B
$2.23M 0.92%
11,758
+558
NSC icon
28
Norfolk Southern
NSC
$69.1B
$2.14M 0.88%
7,454
HSY icon
29
Hershey
HSY
$37.2B
$1.93M 0.79%
9,287
+3
YUM icon
30
Yum! Brands
YUM
$40.4B
$1.6M 0.66%
10,317
+516
QSR icon
31
Restaurant Brands International
QSR
$24.8B
$1.33M 0.55%
17,997
+209
PGR icon
32
Progressive
PGR
$115B
$1.2M 0.49%
6,043
+4
SHW icon
33
Sherwin-Williams
SHW
$73.1B
$1.2M 0.49%
3,731
+126
WFC icon
34
Wells Fargo
WFC
$241B
$1.19M 0.49%
14,987
-100
NVS icon
35
Novartis
NVS
$274B
$1.04M 0.43%
6,834
+2
EXPD icon
36
Expeditors International
EXPD
$20.6B
$929K 0.38%
6,485
-7
DEO icon
37
Diageo
DEO
$43.7B
$703K 0.29%
9,444
-7,162
OKE icon
38
Oneok
OKE
$54.6B
$629K 0.26%
6,962
WEC icon
39
WEC Energy
WEC
$35.9B
$618K 0.25%
5,336
-20
MCO icon
40
Moody's
MCO
$79.2B
$412K 0.17%
945
ZTS icon
41
Zoetis
ZTS
$32.5B
$323K 0.13%
2,729
UPS icon
42
United Parcel Service
UPS
$92.4B
$240K 0.1%
2,444
-1,896
GOOGL icon
43
Alphabet (Google) Class A
GOOGL
$4.35T
$228K 0.09%
794
AMT icon
44
American Tower
AMT
$86.4B
$214K 0.09%
1,237
-231
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