HCM

Hutner Capital Management Portfolio holdings

AUM $236M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$139K
2
+$97.6K
3
+$73.8K
4
PM icon
Philip Morris
PM
+$60.6K
5
WFC.WS
Wells Fargo & Company Ws
WFC.WS
+$59K

Top Sells

1
+$915K
2
+$619K
3
+$453K
4
KMI.PRA
Kinder Morgan, Inc.
KMI.PRA
+$367K
5
AXP icon
American Express
AXP
+$226K

Sector Composition

1 Consumer Staples 42.57%
2 Financials 25.37%
3 Healthcare 10.51%
4 Consumer Discretionary 8.46%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.95%
29,366
27
$888K 0.69%
17,725
+578
28
$873K 0.68%
15,125
+145
29
$794K 0.62%
82,412
30
$686K 0.53%
22,063
-11,790
31
$628K 0.49%
4,671
32
$596K 0.46%
10,480
+190
33
$582K 0.45%
3,156
-25
34
$469K 0.37%
7,345
35
$290K 0.23%
4,580
36
$289K 0.23%
15,050
+3,075
37
$263K 0.2%
4,500
38
$254K 0.2%
4,574
-3,484
39
$240K 0.19%
3,825
40
$221K 0.17%
2,963
-1,800
41
$217K 0.17%
25,409
-5
42
$206K 0.16%
3,160
-70
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