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
$128M
AUM Growth
-$305K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$594K
3
+$345K
4
GPC icon
Genuine Parts
GPC
+$273K
5
PEP icon
PepsiCo
PEP
+$261K

Top Sells

1
+$762K
2
+$306K
3
+$279K
4
WFC icon
Wells Fargo
WFC
+$267K
5
MTB icon
M&T Bank
MTB
+$182K

Sector Composition

1 Consumer Staples 42.26%
2 Financials 24.13%
3 Healthcare 10.22%
4 Consumer Discretionary 9.67%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.86%
21,944
-5,566
27
$898K 0.7%
21,911
-7,455
28
$834K 0.65%
76,277
-6,135
29
$827K 0.65%
6,189
-5,701
30
$771K 0.6%
15,275
+150
31
$673K 0.53%
19,403
-2,660
32
$662K 0.52%
4,671
33
$535K 0.42%
7,490
+145
34
$384K 0.3%
17,455
+2,405
35
$355K 0.28%
2,086
-1,070
36
$335K 0.26%
4,580
37
$311K 0.24%
4,500
38
$255K 0.2%
4,615
+41
39
$247K 0.19%
3,825
40
$245K 0.19%
2,963
41
$239K 0.19%
+8,715
42
$233K 0.18%
3,160
43
$221K 0.17%
22,261
-3,148
44
$213K 0.17%
+4,600
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