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
$135M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$497K
3
+$456K
4
JPM icon
JPMorgan Chase
JPM
+$410K
5
ABBV icon
AbbVie
ABBV
+$374K

Top Sells

1
+$1.05M
2
+$115K
3
+$79K
4
NSC icon
Norfolk Southern
NSC
+$71.7K
5
ABT icon
Abbott
ABT
+$52.7K

Sector Composition

1 Consumer Staples 39.76%
2 Financials 21.06%
3 Healthcare 12.65%
4 Consumer Discretionary 11.14%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 1.12%
95,689
+990
27
$1.45M 1.08%
16,635
+2,040
28
$1.27M 0.95%
20,635
+9,525
29
$1.22M 0.91%
8,515
+1,825
30
$580K 0.43%
16,955
+2,715
31
$536K 0.4%
5,923
+1,258
32
$533K 0.4%
4,600
33
$497K 0.37%
+5,445
34
$456K 0.34%
+1,962
35
$411K 0.31%
7,149
36
$410K 0.3%
+4,264
37
$405K 0.3%
17,223
-44,860
38
$398K 0.3%
11,020
39
$371K 0.28%
3,825
40
$314K 0.23%
1,085
41
$303K 0.23%
24,577
-2,584
42
$274K 0.2%
2,207
+4
43
$249K 0.19%
+1,030
44
$235K 0.17%
+3,200
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