HCM
Hutner Capital Management Portfolio holdings
AUM
$220M
1-Year Return
18.72%
This Quarter Return
-6%
1 Year Return
+18.72%
3 Year Return
+48.66%
5 Year Return
+108.25%
10 Year Return
–
AUM
$128M
AUM Growth
-$12M
(-8.5%)
Cap. Flow
-$3M
Cap. Flow
% of AUM
-2.34%
Top 10 Holdings %
Top 10 Hldgs %
60.73%
Holding
42
New
–
Increased
10
Reduced
24
Closed
–
Top Buys
| 1 |
Altria Group
MO
|
$139K |
| 2 |
Procter & Gamble
PG
|
$97.6K |
| 3 |
Kraft Heinz
KHC
|
$73.8K |
| 4 |
Philip Morris
PM
|
$60.6K |
| 5 |
WFC.WS
Wells Fargo & Company Ws
WFC.WS
|
$59K |
Top Sells
| 1 |
IBM
IBM
|
$915K |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$619K |
| 3 |
Coca-Cola
KO
|
$453K |
| 4 |
KMI.PRA
Kinder Morgan, Inc.
KMI.PRA
|
$367K |
| 5 |
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% |
