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
$153M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$622K
2
+$274K
3
+$138K
4
ORLY icon
O'Reilly Automotive
ORLY
+$93.5K
5
ENB icon
Enbridge
ENB
+$55.3K

Top Sells

1
+$848K
2
+$478K
3
+$347K
4
KHC icon
Kraft Heinz
KHC
+$316K
5
PG icon
Procter & Gamble
PG
+$213K

Sector Composition

1 Consumer Staples 37.01%
2 Financials 24.11%
3 Healthcare 11.24%
4 Consumer Discretionary 9.49%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.18%
28,716
-59
27
$1.53M 1%
41,465
-8,592
28
$1.42M 0.93%
8,371
-11
29
$1.01M 0.66%
7,164
+3
30
$975K 0.64%
3,675
+135
31
$969K 0.63%
8,132
+59
32
$888K 0.58%
6,660
33
$793K 0.52%
14,631
-459
34
$777K 0.51%
16,739
-375
35
$740K 0.48%
16,241
-69
36
$663K 0.43%
5,422
37
$631K 0.41%
15,480
+2,295
38
$580K 0.38%
7,090
-4,243
39
$563K 0.37%
3,439
-523
40
$540K 0.35%
1,931
-1
41
$512K 0.34%
3,055
+1,633
42
$402K 0.26%
6,916
-63
43
$368K 0.24%
1,037
-18
44
$336K 0.22%
3,807
-18
45
$199K 0.13%
11,888
-1,768
46
– –
-5,302
1
2