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
$132M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$278K
3
+$234K
4
KHC icon
Kraft Heinz
KHC
+$208K
5
BAX icon
Baxter International
BAX
+$203K

Top Sells

1
+$353K
2
+$275K
3
+$126K
4
KO icon
Coca-Cola
KO
+$114K
5
WMT icon
Walmart
WMT
+$73.1K

Sector Composition

1 Consumer Staples 42.97%
2 Financials 23.95%
3 Healthcare 10.19%
4 Consumer Discretionary 8.47%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.06%
11,656
+460
27
$1.32M 1%
82,412
-328
28
$1.19M 0.9%
29,366
-460
29
$936K 0.71%
14,980
30
$689K 0.52%
12,441
+6,352
31
$656K 0.5%
10,290
32
$542K 0.41%
4,671
+505
33
$512K 0.39%
3,181
34
$483K 0.37%
7,345
35
$426K 0.32%
5,193
-570
36
$410K 0.31%
5,042
-510
37
$397K 0.3%
6,843
+1
38
$349K 0.26%
25,420
-5
39
$320K 0.24%
4,500
40
$274K 0.21%
4,580
41
$258K 0.2%
11,975
+150
42
$240K 0.18%
3,825
43
$203K 0.15%
+3,230
1
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