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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$328K
3
+$229K
4
DEO icon
Diageo
DEO
+$161K
5
UNP icon
Union Pacific
UNP
+$120K

Top Sells

1
+$219K
2
+$208K
3
+$204K
4
PG icon
Procter & Gamble
PG
+$88.7K
5
COST icon
Costco
COST
+$83.8K

Sector Composition

1 Consumer Staples 44.35%
2 Financials 23.2%
3 Healthcare 9.19%
4 Consumer Discretionary 7.57%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 1.24%
19,323
-380
27
$1.29M 1.02%
30,021
-323
28
$1.11M 0.88%
10,355
+3,057
29
$993K 0.78%
14,980
+500
30
$572K 0.45%
10,290
31
$501K 0.4%
6,108
-785
32
$492K 0.39%
3,181
33
$436K 0.34%
5,552
-120
34
$435K 0.34%
27,734
-8
35
$430K 0.34%
7,345
36
$426K 0.34%
4,025
+1,130
37
$351K 0.28%
6,089
38
$346K 0.27%
4,500
39
$338K 0.27%
6,842
+1
40
$260K 0.21%
11,725
41
$259K 0.2%
4,580
42
$232K 0.18%
3,825
-165
43
$0 ﹤0.01%
51,950
1
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