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
$121M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$300K
2
+$241K
3
+$238K
4
PM icon
Philip Morris
PM
+$220K
5
MCD icon
McDonald's
MCD
+$151K

Top Sells

1
+$187K
2
+$183K
3
+$150K
4
ABT icon
Abbott
ABT
+$150K
5
WMT icon
Walmart
WMT
+$113K

Sector Composition

1 Consumer Staples 43.53%
2 Financials 23.92%
3 Healthcare 8.92%
4 Consumer Discretionary 7.54%
5 Industrials 4.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 11.54%
57
2
$8.44M 7%
203,659
+771
3
$7.08M 5.87%
61,435
+943
4
$6.84M 5.67%
65,343
+1,075
5
$6.82M 5.66%
41,861
+545
6
$6.44M 5.34%
52,931
+1,240
7
$6.38M 5.29%
75,823
+20
8
$6.06M 5.03%
89,615
+1,855
9
$5.35M 4.44%
58,450
+2,400
10
$5.11M 4.24%
92,702
+1,175
11
$3.94M 3.27%
45,097
+2,720
12
$3.75M 3.11%
23,407
-40
13
$3.59M 2.97%
34,007
+2,290
14
$3.29M 2.73%
20,735
-115
15
$3.08M 2.55%
29,592
+545
16
$2.93M 2.43%
27,107
-425
17
$2.62M 2.18%
113,907
-4,890
18
$2.5M 2.07%
33,717
-2,470
19
$2.17M 1.8%
80,309
+1,730
20
$2.16M 1.79%
22,605
+115
21
$2.09M 1.74%
82,135
+2,235
22
$1.75M 1.45%
30,581
23
$1.69M 1.4%
26,992
-1,350
24
$1.6M 1.33%
19,703
-2,300
25
$1.54M 1.28%
40,210
-3,905
1
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