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
-$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$280K
2
+$83.4K
3
+$77.1K
4
JNJ icon
Johnson & Johnson
JNJ
+$75.3K
5
KO icon
Coca-Cola
KO
+$60K

Top Sells

1
+$780K
2
+$664K
3
+$576K
4
JPM icon
JPMorgan Chase
JPM
+$395K
5
KMI icon
Kinder Morgan
KMI
+$215K

Sector Composition

1 Consumer Staples 36.72%
2 Financials 22.98%
3 Healthcare 12.64%
4 Consumer Discretionary 8.9%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.77%
4,603
27
$1.17M 0.77%
30,585
-1,357
28
$1.15M 0.75%
8,386
-154
29
$1.12M 0.73%
22,045
-15,359
30
$1.07M 0.7%
21,307
-11,476
31
$1.02M 0.67%
6,972
32
$857K 0.56%
8,788
33
$841K 0.55%
19,965
34
$776K 0.51%
16,241
35
$713K 0.47%
6,520
-140
36
$656K 0.43%
16,739
37
$561K 0.37%
4,939
-970
38
$433K 0.28%
1,934
39
$393K 0.26%
4,644
-1,516
40
$383K 0.25%
3,807
41
$276K 0.18%
1,015
42
$261K 0.17%
4,201
-1,895
43
$205K 0.13%
400
44
– –
-2,897
45
– –
-11,346
1
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