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
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$399K
3
+$277K
4
QSR icon
Restaurant Brands International
QSR
+$268K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$205K

Top Sells

1
+$1.04M
2
+$244K
3
+$158K
4
PM icon
Philip Morris
PM
+$140K
5
KO icon
Coca-Cola
KO
+$127K

Sector Composition

1 Consumer Staples 33.56%
2 Financials 25.71%
3 Healthcare 10.61%
4 Consumer Discretionary 10.35%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.17%
33,569
27
$1.72M 1.01%
7,600
28
$1.61M 0.94%
8,986
+1
29
$1.54M 0.9%
24,240
+1,005
30
$1.09M 0.63%
17,411
+460
31
$1.06M 0.62%
5,487
32
$966K 0.56%
27,221
-214
33
$958K 0.56%
7,911
34
$933K 0.55%
7,709
+1,696
35
$699K 0.41%
16,385
36
$689K 0.4%
4,975
-15
37
$548K 0.32%
2,062
+37
38
$360K 0.21%
4,270
-2,900
39
$357K 0.21%
4,051
+244
40
$342K 0.2%
984
-6
41
$304K 0.18%
4,165
42
$248K 0.15%
6,682
-163
43
$230K 0.13%
2,280
44
$208K 0.12%
432
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