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
$140M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$260K
3
+$223K
4
PEP icon
PepsiCo
PEP
+$195K
5
PM icon
Philip Morris
PM
+$123K

Top Sells

1
+$410K
2
+$298K
3
+$122K
4
MCD icon
McDonald's
MCD
+$90.4K
5
IBM icon
IBM
IBM
+$68.4K

Sector Composition

1 Consumer Staples 42.78%
2 Financials 24.51%
3 Healthcare 10.1%
4 Consumer Discretionary 8.51%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.92%
33,853
+260
27
$1.26M 0.9%
29,366
28
$1.14M 0.81%
82,412
29
$1M 0.72%
14,980
30
$947K 0.68%
17,147
+4,706
31
$635K 0.45%
10,290
32
$626K 0.45%
4,671
33
$544K 0.39%
3,181
34
$478K 0.34%
7,345
35
$446K 0.32%
8,058
+1,215
36
$398K 0.28%
4,763
-430
37
$329K 0.23%
11,975
38
$319K 0.23%
4,500
39
$310K 0.22%
25,414
-6
40
$296K 0.21%
4,580
41
$254K 0.18%
3,825
42
$209K 0.15%
3,230
43
– –
-5,042
1
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