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

Top Buys

1
+$300K
2
+$241K
3
+$238K
4
PM icon
Philip Morris
PM
+$220K
5
MCD icon
McDonald's
MCD
+$151K

Top Sells

1
+$187K
2
+$183K
3
+$150K
4
ABT icon
Abbott
ABT
+$150K
5
WMT icon
Walmart Inc. Common Stock
WMT
+$113K

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%
6,841
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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