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
$171M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$620K
3
+$255K
4
ORLY icon
O'Reilly Automotive
ORLY
+$211K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

1
+$345K
2
+$222K
3
+$159K
4
PG icon
Procter & Gamble
PG
+$91.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$67.7K

Sector Composition

1 Consumer Staples 36.93%
2 Financials 23.19%
3 Healthcare 11.52%
4 Consumer Discretionary 9.29%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.1%
36,305
+509
27
$1.62M 0.95%
8,376
+5
28
$1.46M 0.85%
8,244
+1,080
29
$1.33M 0.78%
4,548
+873
30
$1.27M 0.74%
35,276
-6,189
31
$1.18M 0.69%
8,768
+636
32
$1.16M 0.68%
6,582
+3,527
33
$964K 0.56%
6,660
34
$940K 0.55%
19,965
+4,485
35
$820K 0.48%
5,903
+481
36
$803K 0.47%
16,739
37
$754K 0.44%
16,241
38
$734K 0.43%
13,652
-979
39
$680K 0.4%
1,931
40
$572K 0.33%
6,544
-546
41
$545K 0.32%
3,439
42
$457K 0.27%
6,886
-30
43
$402K 0.23%
1,030
-7
44
$370K 0.22%
3,807
45
$201K 0.12%
+400
46
$189K 0.11%
11,888
1
2