HCM

Hutner Capital Management Portfolio holdings

AUM $240M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$589K
3
+$539K
4
AAPL icon
Apple
AAPL
+$519K
5
PGR icon
Progressive
PGR
+$512K

Top Sells

1
+$6.86M
2
+$1.29M
3
+$836K
4
JNJ icon
Johnson & Johnson
JNJ
+$779K
5
VRSK icon
Verisk Analytics
VRSK
+$612K

Sector Composition

1 Consumer Staples 31.65%
2 Financials 29.46%
3 Healthcare 9.53%
4 Consumer Discretionary 7.89%
5 Energy 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.14%
10,546
-1,954
27
$1.88M 0.86%
7,344
-120
28
$1.69M 0.77%
16,768
-948
29
$1.63M 0.74%
19,984
-385
30
$1.54M 0.7%
4,334
+1,690
31
$1.43M 0.65%
5,354
+1,867
32
$1.26M 0.57%
7,595
-535
33
$1.21M 0.55%
15,118
+1
34
$1.06M 0.48%
15,954
-5,706
35
$937K 0.43%
6,324
+1,215
36
$932K 0.42%
2,715
+289
37
$746K 0.34%
6,526
-780
38
$700K 0.32%
5,787
+23
39
$565K 0.26%
5,427
40
$474K 0.22%
945
41
$444K 0.2%
4,403
-149
42
$340K 0.15%
1,538
-8
43
$308K 0.14%
1,977
-138
44
$229K 0.1%
3,398
-249
45
– –
-2,488
46
– –
-13,824
47
– –
-400
48
– –
-5,370
1
2