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
-$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$603K
3 +$572K
4
KMI icon
Kinder Morgan
KMI
+$531K
5
STOR
STORE Capital Corporation
STOR
+$188K

Top Sells

1 +$838K
2 +$633K
3 +$582K
4
JNJ icon
Johnson & Johnson
JNJ
+$481K
5
WFC.WS
Wells Fargo & Company Ws
WFC.WS
+$336K

Sector Composition

1 Consumer Staples 39.57%
2 Financials 24.93%
3 Consumer Discretionary 11.23%
4 Healthcare 11.13%
5 Industrials 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.36M 1.06%
13,942
+325
27
$762K 0.59%
19,046
-2,765
28
$702K 0.55%
5,076
+405
29
$668K 0.52%
23,595
+6,650
30
$603K 0.47%
+7,840
31
$572K 0.45%
+8,158
32
$531K 0.41%
+34,531
33
$522K 0.41%
9,145
+1,360
34
$363K 0.28%
11,405
-4,060
35
$312K 0.24%
4,580
36
$307K 0.24%
2,867
+326
37
$299K 0.23%
2,086
38
$265K 0.21%
3,825
39
$226K 0.18%
4,321
-294
40
$208K 0.16%
3,160
41
$201K 0.16%
2,948
42
-4,600
43
-1,522
44
-6,816
45
-76,277
46
-22,256
47
-19,043
48
-17,455