HCM
Hutner Capital Management Portfolio holdings
AUM
$220M
This Quarter Return
+6.06%
1 Year Return
+18.72%
3 Year Return
+48.66%
5 Year Return
+108.25%
10 Year Return
–
AUM
$140M
AUM Growth
+$140M
(+6.2%)
Cap. Flow
+$718K
Cap. Flow
% of AUM
0.51%
Top 10 Holdings %
Top 10 Hldgs %
60.25%
Holding
43
New
–
Increased
17
Reduced
10
Closed
1
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$288K |
| 2 |
Realty Income
O
|
$260K |
| 3 |
Kraft Heinz
KHC
|
$223K |
| 4 |
PepsiCo
PEP
|
$195K |
| 5 |
Philip Morris
PM
|
$123K |
Top Sells
| 1 |
CVS Health
CVS
|
$410K |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
$298K |
| 3 |
Coca-Cola
KO
|
$122K |
| 4 |
McDonald's
MCD
|
$90.4K |
| 5 |
IBM
IBM
|
$68.3K |
Sector Composition
| 1 | Consumer Staples | 42.78% |
| 2 | Financials | 24.51% |
| 3 | Healthcare | 10.1% |
| 4 | Consumer Discretionary | 8.51% |
| 5 | Industrials | 5.6% |
