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
$161M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$267K
3
+$188K
4
ABT icon
Abbott
ABT
+$180K
5
O icon
Realty Income
O
+$174K

Top Sells

1
+$246K
2
+$244K
3
+$236K
4
DEO icon
Diageo
DEO
+$174K
5
PEP icon
PepsiCo
PEP
+$110K

Sector Composition

1 Consumer Staples 35.31%
2 Financials 24.64%
3 Healthcare 12.31%
4 Consumer Discretionary 9.58%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.97%
8,998
+92
27
$1.41M 0.87%
21,769
+744
28
$1.4M 0.87%
8,554
+1,626
29
$1.18M 0.73%
20,955
30
$1.17M 0.72%
5,502
+340
31
$1.12M 0.69%
27,489
-718
32
$851K 0.53%
16,951
+1,100
33
$822K 0.51%
7,911
-174
34
$679K 0.42%
16,435
+1
35
$633K 0.39%
4,940
36
$549K 0.34%
7,170
+600
37
$534K 0.33%
6,013
-2,745
38
$458K 0.28%
1,928
39
$357K 0.22%
3,807
40
$288K 0.18%
7,318
-5,978
41
$278K 0.17%
4,165
42
$276K 0.17%
990
-15
43
$229K 0.14%
432
44
$218K 0.13%
2,398
-368
1
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