HCM

Hutner Capital Management Portfolio holdings

AUM $240M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$514K
2
+$413K
3
+$250K
4
AMT icon
American Tower
AMT
+$144K
5
ENB icon
Enbridge
ENB
+$138K

Top Sells

1
+$428K
2
+$423K
3
+$390K
4
PEP icon
PepsiCo
PEP
+$363K
5
UPS icon
United Parcel Service
UPS
+$292K

Sector Composition

1 Consumer Staples 35.93%
2 Financials 24.17%
3 Healthcare 12.08%
4 Consumer Discretionary 9.34%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.87%
9,013
+627
27
$1.12M 0.78%
21,025
-282
28
$1.11M 0.77%
5,162
+559
29
$983K 0.69%
20,955
+990
30
$965K 0.67%
6,928
-44
31
$941K 0.66%
28,207
-2,378
32
$842K 0.59%
8,758
+2,238
33
$753K 0.53%
15,851
-390
34
$714K 0.5%
8,085
-703
35
$661K 0.46%
16,434
-305
36
$525K 0.37%
4,940
+1
37
$505K 0.35%
13,296
-8,749
38
$488K 0.34%
+6,570
39
$395K 0.28%
1,928
-6
40
$340K 0.24%
3,807
41
$244K 0.17%
1,005
-10
42
$228K 0.16%
4,165
-36
43
$218K 0.15%
432
+32
44
$210K 0.15%
2,766
-1,878
1
2