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
$121M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$285K
2
+$257K
3
+$233K
4
PM icon
Philip Morris
PM
+$222K
5
MCD icon
McDonald's
MCD
+$145K

Top Sells

1
+$189K
2
+$171K
3
+$155K
4
XOM icon
Exxon Mobil
XOM
+$145K
5
WMT icon
Walmart Inc
WMT
+$114K

Sector Composition

1 Consumer Staples 43.53%
2 Financials 23.92%
3 Healthcare 8.92%
4 Consumer Discretionary 7.54%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.42M 1.17%
29,100
+2,075
27
$1.34M 1.12%
30,344
-500
28
$837K 0.69%
7,298
+715
29
$816K 0.68%
14,480
+840
30
$622K 0.52%
6,893
-1,665
31
$596K 0.49%
27,742
+584
32
$498K 0.41%
3,181
-241
33
$491K 0.41%
10,290
+735
34
$448K 0.37%
5,672
-489
35
$383K 0.32%
7,345
36
$340K 0.28%
4,500
37
$339K 0.28%
6,089
38
$300K 0.25%
+2,895
39
$278K 0.23%
6,081
40
$250K 0.21%
11,725
+500
41
$243K 0.2%
4,580
-450
42
$234K 0.19%
3,990
-175
43
$0 ﹤0.01%
51,950
1
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