HCM
Hutner Capital Management Portfolio holdings
AUM
$220M
This Quarter Return
+2.65%
1 Year Return
+18.72%
3 Year Return
+48.66%
5 Year Return
+108.25%
10 Year Return
–
AUM
$130M
AUM Growth
+$130M
(+2.3%)
Cap. Flow
-$148K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
60.65%
Holding
43
New
–
Increased
10
Reduced
20
Closed
1
Top Buys
| 1 |
Kraft Heinz
KHC
|
$563K |
| 2 |
AB InBev
BUD
|
$375K |
| 3 |
United Parcel Service
UPS
|
$93K |
| 4 |
Genuine Parts
GPC
|
$41.3K |
| 5 |
KMI.PRA
Kinder Morgan, Inc.
KMI.PRA
|
$20.6K |
Top Sells
| 1 |
Walmart
WMT
|
$283K |
| 2 |
Procter & Gamble
PG
|
$184K |
| 3 |
National Grid
NGG
|
$158K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$150K |
| 5 |
Coca-Cola
KO
|
$108K |
Sector Composition
| 1 | Consumer Staples | 44.29% |
| 2 | Financials | 22.96% |
| 3 | Healthcare | 9.64% |
| 4 | Consumer Discretionary | 8.42% |
| 5 | Industrials | 5.23% |
