HCM

Hutner Capital Management Portfolio holdings

AUM $236M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$35.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$111K
2
+$68K
3
+$57.5K
4
MO icon
Altria Group
MO
+$43.3K
5
QSR icon
Restaurant Brands International
QSR
+$40.8K

Top Sells

1
+$929K
2
+$835K
3
+$824K
4
KO icon
Coca-Cola
KO
+$768K
5
PG icon
Procter & Gamble
PG
+$670K

Sector Composition

1 Consumer Staples 41.2%
2 Financials 23.78%
3 Healthcare 11.75%
4 Consumer Discretionary 9.65%
5 Industrials 6.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 1.09%
11,986
+578
27
$1.05M 0.96%
23,852
-4,050
28
$1.04M 0.95%
12,639
-3,818
29
$856K 0.78%
9,166
-1,249
30
$516K 0.47%
14,135
31
$416K 0.38%
3,136
+244
32
$412K 0.38%
29,588
-1,558
33
$389K 0.36%
7,769
-3,937
34
$377K 0.34%
11,020
35
$337K 0.31%
3,825
36
$334K 0.31%
6,599
+2,195
37
$311K 0.28%
4,665
+27
38
$296K 0.27%
3,289
-1,180
39
$292K 0.27%
4,600
40
$229K 0.21%
1,085
41
$213K 0.19%
2,203
+30
42
– –
-22,435
43
– –
-2,711
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