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
$163M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$736K
3
+$496K
4
FNV icon
Franco-Nevada
FNV
+$57.3K
5
WEC icon
WEC Energy
WEC
+$51.6K

Top Sells

1
+$1.09M
2
+$541K
3
+$196K
4
ATVI
Activision Blizzard
ATVI
+$161K
5
KO icon
Coca-Cola
KO
+$120K

Sector Composition

1 Consumer Staples 32.95%
2 Financials 26.84%
3 Healthcare 10.78%
4 Consumer Discretionary 9.53%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 1.03%
33,545
-24
27
$1.51M 0.93%
11,471
+3,762
28
$1.51M 0.92%
24,870
+630
29
$1.5M 0.92%
7,600
30
$1.39M 0.85%
8,899
-87
31
$907K 0.56%
7,911
32
$870K 0.53%
5,288
-199
33
$827K 0.51%
24,580
-2,641
34
$737K 0.45%
+4,368
35
$736K 0.45%
+11,611
36
$670K 0.41%
16,386
+1
37
$634K 0.39%
5,077
+102
38
$526K 0.32%
2,062
39
$378K 0.23%
4,691
+640
40
$311K 0.19%
984
41
$285K 0.17%
4,105
-60
42
$239K 0.15%
2,550
-1,720
43
$226K 0.14%
2,220
-60
44
$218K 0.13%
432
45
$217K 0.13%
6,682
46
– –
-17,411
1
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