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
$184M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$261K
3
+$195K
4
QSR icon
Restaurant Brands International
QSR
+$151K
5
FNV icon
Franco-Nevada
FNV
+$78.6K

Top Sells

1
+$206K
2
+$43.1K
3
+$32.8K
4
JNJ icon
Johnson & Johnson
JNJ
+$22.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.4K

Sector Composition

1 Consumer Staples 31.38%
2 Financials 28.94%
3 Healthcare 10.43%
4 Consumer Discretionary 9.17%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1.08%
25,110
+1,902
27
$1.99M 1.08%
26,385
28
$1.94M 1.05%
7,604
+4
29
$1.65M 0.89%
8,478
+1
30
$1.55M 0.84%
19,336
+3,255
31
$1.05M 0.57%
5,304
32
$962K 0.52%
7,912
33
$877K 0.48%
15,127
+1
34
$818K 0.44%
5,506
-109
35
$716K 0.39%
2,063
36
$690K 0.37%
4,375
37
$687K 0.37%
4,957
+24
38
$649K 0.35%
17,592
-122
39
$446K 0.24%
5,427
40
$381K 0.21%
969
41
$271K 0.15%
6,459
-228
42
$270K 0.15%
3,860
-60
43
$214K 0.12%
432
44
– –
-2,040
1
2