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
$145M
AUM Growth
+$3.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$289K
3
+$102K
4
ENB icon
Enbridge
ENB
+$95.3K
5
QSR icon
Restaurant Brands International
QSR
+$71K

Top Sells

1
+$458K
2
+$365K
3
+$279K
4
PEP icon
PepsiCo
PEP
+$266K
5
PG icon
Procter & Gamble
PG
+$260K

Sector Composition

1 Consumer Staples 39.59%
2 Financials 24.27%
3 Healthcare 10.81%
4 Consumer Discretionary 10.55%
5 Industrials 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 1.12%
8,963
+1,599
27
$1.56M 1.07%
16,457
+1,077
28
$1.22M 0.84%
10,415
+55
29
$1.18M 0.81%
11,408
-230
30
$889K 0.61%
14,135
31
$835K 0.58%
22,435
-205
32
$659K 0.45%
31,146
-856
33
$645K 0.44%
11,706
-515
34
$623K 0.43%
4,469
-105
35
$468K 0.32%
11,020
36
$425K 0.29%
2,892
-40
37
$362K 0.25%
4,638
+58
38
$353K 0.24%
3,825
39
$338K 0.23%
4,600
40
$314K 0.22%
+2,173
41
$258K 0.18%
1,085
42
$252K 0.17%
4,404
+256
43
$227K 0.16%
2,711
-345
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