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
$156M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$351K
3
+$286K
4
ADI icon
Analog Devices
ADI
+$245K
5
AMT icon
American Tower
AMT
+$176K

Top Sells

1
+$681K
2
+$659K
3
+$485K
4
JNJ icon
Johnson & Johnson
JNJ
+$474K
5
NVS icon
Novartis
NVS
+$434K

Sector Composition

1 Consumer Staples 36.52%
2 Financials 24.02%
3 Healthcare 11.75%
4 Consumer Discretionary 9.78%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.19%
33,239
+8,234
27
$1.86M 1.19%
28,775
-2,915
28
$1.46M 0.93%
8,382
-464
29
$1.03M 0.66%
11,333
-4,761
30
$1.02M 0.65%
8,073
-105
31
$981K 0.63%
7,161
+2,561
32
$956K 0.61%
3,540
+653
33
$883K 0.57%
15,090
-2,003
34
$835K 0.53%
6,660
+2,280
35
$798K 0.51%
16,310
-1,060
36
$775K 0.5%
17,114
-110
37
$624K 0.4%
5,422
-167
38
$616K 0.39%
3,962
-295
39
$526K 0.34%
1,932
-30
40
$498K 0.32%
13,185
+3,675
41
$436K 0.28%
6,979
42
$382K 0.24%
1,055
-20
43
$340K 0.22%
3,825
44
$249K 0.16%
13,656
-3,160
45
$245K 0.16%
+1,422
46
$208K 0.13%
5,302
-2,345
47
– –
-10,690
1
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