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
$152M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$322K
3
+$258K
4
ENB icon
Enbridge
ENB
+$216K
5
AMT icon
American Tower
AMT
+$211K

Top Sells

1
+$563K
2
+$282K
3
+$269K
4
UL icon
Unilever
UL
+$218K
5
KO icon
Coca-Cola
KO
+$125K

Sector Composition

1 Consumer Staples 37.13%
2 Financials 22.91%
3 Healthcare 12.84%
4 Consumer Discretionary 10.25%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.26%
15,322
+1,072
27
$1.45M 0.95%
+25,005
28
$1.4M 0.92%
8,846
+328
29
$1.38M 0.9%
16,094
-362
30
$954K 0.63%
17,093
-3,912
31
$881K 0.58%
8,178
+1,032
32
$753K 0.49%
17,370
33
$690K 0.45%
2,887
+884
34
$673K 0.44%
17,224
+1
35
$648K 0.43%
4,257
36
$605K 0.4%
5,589
+97
37
$562K 0.37%
4,600
38
$483K 0.32%
1,962
39
$453K 0.3%
4,380
40
$408K 0.27%
6,979
-170
41
$358K 0.23%
3,825
42
$322K 0.21%
+9,510
43
$321K 0.21%
1,075
-10
44
$296K 0.19%
7,647
-2,658
45
$280K 0.18%
16,816
-2,943
46
$159K 0.1%
+10,690
1
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