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
$175M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$188K
2
+$75.1K
3
+$64.4K
4
O icon
Realty Income
O
+$59.3K
5
VZ icon
Verizon
VZ
+$56K

Top Sells

1
+$734K
2
+$433K
3
+$244K
4
PEP icon
PepsiCo
PEP
+$221K
5
DEO icon
Diageo
DEO
+$211K

Sector Composition

1 Consumer Staples 34.95%
2 Financials 26.14%
3 Healthcare 11.46%
4 Consumer Discretionary 8.23%
5 Industrials 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.09%
37,404
+1,099
27
$1.82M 1.04%
8,384
+8
28
$1.49M 0.85%
8,540
+296
29
$1.26M 0.72%
31,942
-3,334
30
$1.16M 0.66%
4,603
+55
31
$1.15M 0.66%
6,972
+390
32
$930K 0.53%
6,660
33
$912K 0.52%
19,965
34
$907K 0.52%
8,788
+20
35
$811K 0.46%
16,739
36
$797K 0.45%
16,241
37
$700K 0.4%
5,909
+6
38
$541K 0.31%
6,160
-384
39
$483K 0.28%
1,934
+3
40
$395K 0.23%
2,897
-542
41
$383K 0.22%
6,096
-790
42
$380K 0.22%
3,807
43
$342K 0.2%
1,015
-15
44
$215K 0.12%
11,346
-542
45
$204K 0.12%
400
46
– –
-13,652
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