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
$220M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$600K
3
+$543K
4
AAPL icon
Apple
AAPL
+$527K
5
PGR icon
Progressive
PGR
+$498K

Top Sells

1
+$6.56M
2
+$1.28M
3
+$887K
4
JNJ icon
Johnson & Johnson
JNJ
+$774K
5
VRSK icon
Verisk Analytics
VRSK
+$629K

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
ADI icon
26
Analog Devices
ADI
$117B
$2.51M 1.14%
10,546
-1,954
NSC icon
27
Norfolk Southern
NSC
$63.7B
$1.88M 0.86%
7,344
-120
DEO icon
28
Diageo
DEO
$52.6B
$1.69M 0.77%
16,768
-948
OKE icon
29
Oneok
OKE
$44.4B
$1.63M 0.74%
19,984
-385
V icon
30
Visa
V
$637B
$1.54M 0.7%
4,334
+1,690
PGR icon
31
Progressive
PGR
$132B
$1.43M 0.65%
5,354
+1,867
HSY icon
32
Hershey
HSY
$36.1B
$1.26M 0.57%
7,595
-535
WFC icon
33
Wells Fargo
WFC
$267B
$1.21M 0.55%
15,118
+1
QSR icon
34
Restaurant Brands International
QSR
$22.5B
$1.06M 0.48%
15,954
-5,706
YUM icon
35
Yum! Brands
YUM
$41.4B
$937K 0.43%
6,324
+1,215
SHW icon
36
Sherwin-Williams
SHW
$84B
$932K 0.42%
2,715
+289
EXPD icon
37
Expeditors International
EXPD
$18.6B
$746K 0.34%
6,526
-780
NVS icon
38
Novartis
NVS
$253B
$700K 0.32%
5,787
+23
WEC icon
39
WEC Energy
WEC
$36.1B
$565K 0.26%
5,427
MCO icon
40
Moody's
MCO
$85.5B
$474K 0.22%
945
UPS icon
41
United Parcel Service
UPS
$81.4B
$444K 0.2%
4,403
-149
AMT icon
42
American Tower
AMT
$84.8B
$340K 0.15%
1,538
-8
ZTS icon
43
Zoetis
ZTS
$53.2B
$308K 0.14%
1,977
-138
MDLZ icon
44
Mondelez International
MDLZ
$73.4B
$229K 0.1%
3,398
-249
CVX icon
45
Chevron
CVX
$315B
– –
-2,488
KHC icon
46
Kraft Heinz
KHC
$29.5B
– –
-13,824
UNH icon
47
UnitedHealth
UNH
$292B
– –
-400
VZ icon
48
Verizon
VZ
$173B
– –
-5,370
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