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
$182M
AUM Growth
-$2.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$414K
2
+$205K
3
+$106K
4
OKE icon
Oneok
OKE
+$79.4K
5
CVX icon
Chevron
CVX
+$78.2K

Top Sells

1
+$535K
2
+$285K
3
+$213K
4
PG icon
Procter & Gamble
PG
+$202K
5
PM icon
Philip Morris
PM
+$160K

Sector Composition

1 Consumer Staples 32.46%
2 Financials 28.16%
3 Healthcare 9.74%
4 Consumer Discretionary 8.34%
5 Industrials 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.05%
36,166
-759
27
$1.71M 0.94%
24,307
-803
28
$1.66M 0.91%
20,310
+974
29
$1.61M 0.88%
7,509
-95
30
$1.58M 0.87%
8,583
+105
31
$1.02M 0.56%
5,244
-60
32
$977K 0.54%
7,832
-80
33
$898K 0.49%
15,116
-11
34
$763K 0.42%
4,875
+500
35
$729K 0.4%
5,325
-181
36
$722K 0.4%
2,418
+355
37
$663K 0.36%
5,003
+46
38
$530K 0.29%
16,444
-1,148
39
$426K 0.23%
5,427
40
$408K 0.22%
969
41
$267K 0.15%
6,466
+7
42
$241K 0.13%
3,690
-170
43
$210K 0.12%
412
-20
44
$205K 0.11%
+1,923
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