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
$141M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$254K
3
+$212K
4
NVS icon
Novartis
NVS
+$118K
5
GPC icon
Genuine Parts
GPC
+$62.7K

Top Sells

1
+$434K
2
+$201K
3
+$198K
4
KO icon
Coca-Cola
KO
+$177K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$93.4K

Sector Composition

1 Consumer Staples 39.44%
2 Financials 23.68%
3 Consumer Discretionary 11.86%
4 Healthcare 10.52%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.86%
13,228
+1,292
27
$1.14M 0.81%
6,719
+1
28
$1.13M 0.81%
10,969
-1,921
29
$988K 0.7%
11,638
30
$898K 0.64%
14,030
+35
31
$751K 0.53%
22,640
+645
32
$668K 0.48%
32,002
-90
33
$659K 0.47%
12,221
-50
34
$425K 0.3%
+3,799
35
$405K 0.29%
11,615
36
$393K 0.28%
2,932
37
$347K 0.25%
4,580
38
$319K 0.23%
3,825
39
$257K 0.18%
4,147
40
$250K 0.18%
3,055
41
$222K 0.16%
4,600
42
$212K 0.15%
+1,085
43
– –
-2,493
1
2