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
$201M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$247K
3
+$74.4K
4
ORLY icon
O'Reilly Automotive
ORLY
+$29.9K
5
PEP icon
PepsiCo
PEP
+$26.5K

Top Sells

1
+$435K
2
+$189K
3
+$97.2K
4
HSY icon
Hershey
HSY
+$49.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$36.4K

Sector Composition

1 Consumer Staples 31.81%
2 Financials 29.17%
3 Healthcare 9.95%
4 Consumer Discretionary 8.46%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.06%
27,690
+390
27
$1.88M 0.93%
20,589
+279
28
$1.87M 0.93%
7,509
29
$1.74M 0.86%
24,071
-236
30
$1.6M 0.79%
8,325
-258
31
$1.21M 0.6%
5,223
-21
32
$1.02M 0.51%
7,761
-71
33
$924K 0.46%
2,422
+4
34
$854K 0.43%
15,116
35
$719K 0.36%
5,271
-54
36
$716K 0.36%
4,862
-13
37
$703K 0.35%
5,033
+30
38
$587K 0.29%
+2,035
39
$557K 0.28%
15,852
-592
40
$522K 0.26%
5,427
41
$460K 0.23%
969
42
$296K 0.15%
2,570
+647
43
$281K 0.14%
6,266
-200
44
$272K 0.14%
3,690
45
$234K 0.12%
400
-12
1
2