HCM

Hutner Capital Management Portfolio holdings

AUM $236M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
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 Inc
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
26
$2.4M 1.02%
7,943
+1,487
27
$2.02M 0.86%
20,369
-220
28
$1.86M 0.79%
17,716
-252
29
$1.77M 0.75%
7,464
-45
30
$1.44M 0.62%
21,660
-2,388
31
$1.39M 0.59%
8,130
-161
32
$1.09M 0.46%
15,117
33
$987K 0.42%
+3,487
34
$927K 0.4%
+2,644
35
$879K 0.37%
7,306
36
$847K 0.36%
2,426
+13
37
$804K 0.34%
5,109
+61
38
$643K 0.27%
5,764
-130
39
$591K 0.25%
5,427
40
$501K 0.21%
4,552
-699
41
$440K 0.19%
945
-14
42
$421K 0.18%
13,824
-1,667
43
$416K 0.18%
2,488
-131
44
$348K 0.15%
+2,115
45
$337K 0.14%
1,546
-801
46
$247K 0.11%
3,647
-43
47
$244K 0.1%
5,370
-363
48
$210K 0.09%
400
1
2