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
$170M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$314K
3
+$194K
4
ORLY icon
O'Reilly Automotive
ORLY
+$96K
5
WEC icon
WEC Energy
WEC
+$61.9K

Top Sells

1
+$516K
2
+$435K
3
+$254K
4
ATVI
Activision Blizzard
ATVI
+$239K
5
PG icon
Procter & Gamble
PG
+$223K

Sector Composition

1 Consumer Staples 32.2%
2 Financials 26.76%
3 Healthcare 10.73%
4 Consumer Discretionary 9.68%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.07%
23,208
-5,566
27
$1.8M 1.06%
7,600
28
$1.67M 0.99%
26,385
+1,515
29
$1.58M 0.93%
8,477
-19
30
$1.14M 0.67%
5,304
+16
31
$1.13M 0.67%
16,081
+4,470
32
$1.01M 0.59%
7,912
+1
33
$883K 0.52%
5,615
-3,284
34
$745K 0.44%
15,126
-1,260
35
$655K 0.39%
17,714
-6,866
36
$653K 0.38%
4,375
+7
37
$645K 0.38%
4,933
-144
38
$643K 0.38%
2,063
+1
39
$457K 0.27%
5,427
+736
40
$378K 0.22%
969
-15
41
$284K 0.17%
3,920
-185
42
$252K 0.15%
6,687
+5
43
$227K 0.13%
432
44
$206K 0.12%
2,040
-180
45
– –
-2,550
1
2