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
+$720K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$187K
2
+$104K
3
+$91.2K
4
KHC icon
Kraft Heinz
KHC
+$59.5K
5
MO icon
Altria Group
MO
+$38.9K

Top Sells

1
+$421K
2
+$197K
3
+$113K
4
PG icon
Procter & Gamble
PG
+$110K
5
KO icon
Coca-Cola
KO
+$102K

Sector Composition

1 Consumer Staples 40.37%
2 Financials 23.13%
3 Consumer Discretionary 11.73%
4 Healthcare 10.17%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.95%
15,380
+2,152
27
$1.24M 0.88%
10,360
-609
28
$1.19M 0.84%
7,364
+645
29
$1.06M 0.75%
11,638
30
$937K 0.66%
14,135
+105
31
$847K 0.6%
22,640
32
$676K 0.48%
12,221
33
$660K 0.47%
32,002
34
$538K 0.38%
4,574
+775
35
$454K 0.32%
2,932
36
$407K 0.29%
11,020
-595
37
$364K 0.26%
3,825
38
$340K 0.24%
4,580
39
$267K 0.19%
3,056
+1
40
$258K 0.18%
4,600
41
$249K 0.18%
4,148
+1
42
$222K 0.16%
1,085
1
2