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
$144M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$182K
3
+$116K
4
EXPD icon
Expeditors International
EXPD
+$116K
5
JNJ icon
Johnson & Johnson
JNJ
+$110K

Top Sells

1
+$538K
2
+$274K
3
+$261K
4
MCD icon
McDonald's
MCD
+$99.1K
5
PEP icon
PepsiCo
PEP
+$74.7K

Sector Composition

1 Consumer Staples 39.18%
2 Financials 21.72%
3 Healthcare 12.84%
4 Consumer Discretionary 10.55%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.24%
14,250
+1,456
27
$1.55M 1.08%
16,456
-179
28
$1.3M 0.9%
8,518
+3
29
$1.27M 0.88%
21,005
+370
30
$737K 0.51%
17,370
+415
31
$680K 0.47%
7,146
+1,223
32
$610K 0.42%
4,600
33
$596K 0.42%
5,492
+47
34
$541K 0.38%
4,257
-7
35
$520K 0.36%
17,223
36
$481K 0.33%
1,962
37
$450K 0.31%
2,003
+973
38
$418K 0.29%
7,149
39
$386K 0.27%
10,305
-715
40
$384K 0.27%
4,380
+1,180
41
$352K 0.25%
3,825
42
$315K 0.22%
1,085
43
$270K 0.19%
19,759
-4,818
44
– –
-2,207
1
2