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
$234M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.26M
3
+$987K
4
V icon
Visa
V
+$927K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$865K

Top Sells

1
+$798K
2
+$632K
3
+$174K
4
QSR icon
Restaurant Brands International
QSR
+$159K
5
WMT icon
Walmart
WMT
+$119K

Sector Composition

1 Financials 31.06%
2 Consumer Staples 30.38%
3 Healthcare 10.08%
4 Consumer Discretionary 7.95%
5 Energy 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB icon
26
Chubb
CB
$115B
$2.4M 1.02%
7,943
+1,487
OKE icon
27
Oneok
OKE
$43.5B
$2.02M 0.86%
20,369
-220
DEO icon
28
Diageo
DEO
$54.1B
$1.86M 0.79%
17,716
-252
NSC icon
29
Norfolk Southern
NSC
$64.4B
$1.77M 0.75%
7,464
-45
QSR icon
30
Restaurant Brands International
QSR
$22.7B
$1.44M 0.62%
21,660
-2,388
HSY icon
31
Hershey
HSY
$35B
$1.39M 0.59%
8,130
-161
WFC icon
32
Wells Fargo
WFC
$271B
$1.09M 0.46%
15,117
PGR icon
33
Progressive
PGR
$128B
$987K 0.42%
+3,487
V icon
34
Visa
V
$654B
$927K 0.4%
+2,644
EXPD icon
35
Expeditors International
EXPD
$18.8B
$879K 0.37%
7,306
SHW icon
36
Sherwin-Williams
SHW
$84.9B
$847K 0.36%
2,426
+13
YUM icon
37
Yum! Brands
YUM
$41.2B
$804K 0.34%
5,109
+61
NVS icon
38
Novartis
NVS
$250B
$643K 0.27%
5,764
-130
WEC icon
39
WEC Energy
WEC
$36.6B
$591K 0.25%
5,427
UPS icon
40
United Parcel Service
UPS
$80.6B
$501K 0.21%
4,552
-699
MCO icon
41
Moody's
MCO
$86.5B
$440K 0.19%
945
-14
KHC icon
42
Kraft Heinz
KHC
$29.2B
$421K 0.18%
13,824
-1,667
CVX icon
43
Chevron
CVX
$312B
$416K 0.18%
2,488
-131
ZTS icon
44
Zoetis
ZTS
$52.8B
$348K 0.15%
+2,115
AMT icon
45
American Tower
AMT
$86.5B
$337K 0.14%
1,546
-801
MDLZ icon
46
Mondelez International
MDLZ
$73.7B
$247K 0.11%
3,647
-43
VZ icon
47
Verizon
VZ
$172B
$244K 0.1%
5,370
-363
UNH icon
48
UnitedHealth
UNH
$297B
$210K 0.09%
400
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