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
$137M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$297K
3
+$294K
4
UNP icon
Union Pacific
UNP
+$274K
5
FNV icon
Franco-Nevada
FNV
+$261K

Top Sells

1
+$582K
2
+$518K
3
+$464K
4
PEP icon
PepsiCo
PEP
+$408K
5
KO icon
Coca-Cola
KO
+$376K

Sector Composition

1 Consumer Staples 39.91%
2 Financials 23.02%
3 Consumer Discretionary 11.38%
4 Healthcare 10.77%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 1.05%
12,890
-1,052
27
$1.12M 0.82%
6,718
+1,642
28
$1.03M 0.75%
11,936
+4,096
29
$873K 0.64%
11,638
+3,480
30
$849K 0.62%
13,995
+4,850
31
$737K 0.54%
21,995
-1,600
32
$642K 0.47%
32,092
-2,439
33
$613K 0.45%
12,271
-6,775
34
$485K 0.36%
11,615
+210
35
$348K 0.25%
4,580
36
$337K 0.25%
2,932
+65
37
$302K 0.22%
3,825
38
$248K 0.18%
3,055
-105
39
$239K 0.18%
4,147
-174
40
$218K 0.16%
+4,600
41
$201K 0.15%
2,493
-455
42
– –
-2,086
1
2