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
$207M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$1.29M
3
+$1.23M
4
CB icon
Chubb
CB
+$1.22M
5
PEP icon
PepsiCo
PEP
+$1.04M

Top Sells

1
+$528K
2
+$325K
3
+$153K
4
AXP icon
American Express
AXP
+$96.5K
5
COST icon
Costco
COST
+$93.5K

Sector Composition

1 Consumer Staples 31.86%
2 Financials 29.47%
3 Healthcare 9.53%
4 Consumer Discretionary 8.01%
5 Energy 5.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.19M 1.06%
27,645
-45
27
$2.07M 1%
20,589
28
$1.78M 0.86%
6,456
+4,421
29
$1.76M 0.85%
7,509
30
$1.57M 0.76%
24,048
-23
31
$1.4M 0.68%
8,291
-34
32
$1.06M 0.51%
15,117
+1
33
$820K 0.4%
2,413
-9
34
$809K 0.39%
7,306
-455
35
$677K 0.33%
5,048
+15
36
$662K 0.32%
5,251
-20
37
$574K 0.28%
5,894
+3,324
38
$510K 0.25%
5,427
39
$476K 0.23%
15,491
-361
40
$454K 0.22%
959
-10
41
$431K 0.21%
2,347
-2,876
42
$379K 0.18%
2,619
-2,243
43
$229K 0.11%
5,733
-533
44
$220K 0.11%
3,690
45
$202K 0.1%
400
1
2