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
$130M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$375K
3
+$93K
4
GPC icon
Genuine Parts
GPC
+$41.3K
5
KMI.PRA
Kinder Morgan, Inc.
KMI.PRA
+$20.6K

Top Sells

1
+$283K
2
+$184K
3
+$150K
4
KO icon
Coca-Cola
KO
+$108K
5
VRSK icon
Verisk Analytics
VRSK
+$57.4K

Sector Composition

1 Consumer Staples 44.29%
2 Financials 22.96%
3 Healthcare 9.64%
4 Consumer Discretionary 8.42%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.02%
82,740
27
$1.29M 0.99%
29,826
-195
28
$1.24M 0.95%
11,196
+841
29
$1.03M 0.79%
14,980
30
$643K 0.5%
10,290
31
$515K 0.4%
3,181
32
$465K 0.36%
5,763
-345
33
$454K 0.35%
4,166
+141
34
$447K 0.34%
5,552
35
$429K 0.33%
7,345
36
$370K 0.29%
6,842
37
$340K 0.26%
25,425
-2,309
38
$326K 0.25%
6,089
39
$321K 0.25%
4,500
40
$263K 0.2%
11,825
+100
41
$259K 0.2%
4,580
42
$235K 0.18%
3,825
43
– –
-51,950
1
2