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
$118M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$461K
3
+$248K
4
QSR icon
Restaurant Brands International
QSR
+$202K
5
NVS icon
Novartis
NVS
+$171K

Top Sells

1
+$1.05M
2
+$413K
3
+$303K
4
JPM icon
JPMorgan Chase
JPM
+$296K
5
AXP icon
American Express
AXP
+$244K

Sector Composition

1 Consumer Staples 40.29%
2 Financials 21.1%
3 Healthcare 13.15%
4 Consumer Discretionary 10.61%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.34%
62,083
-6,090
27
$1.27M 1.08%
14,595
+1,956
28
$1.12M 0.95%
10,105
+939
29
$867K 0.73%
6,690
+3,554
30
$615K 0.52%
14,240
+105
31
$610K 0.52%
11,110
+4,511
32
$428K 0.36%
11,020
33
$420K 0.36%
4,600
34
$412K 0.35%
27,161
-2,427
35
$366K 0.31%
7,149
-620
36
$355K 0.3%
4,665
37
$335K 0.28%
3,825
38
$298K 0.25%
1,085
39
$246K 0.21%
2,203
40
– –
-23,852
41
– –
-3,289
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