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
$127M
AUM Growth
+$6.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$328K
3
+$229K
4
DEO icon
Diageo
DEO
+$161K
5
UNP icon
Union Pacific
UNP
+$120K

Top Sells

1
+$219K
2
+$208K
3
+$204K
4
PG icon
Procter & Gamble
PG
+$88.7K
5
COST icon
Costco
COST
+$83.8K

Sector Composition

1 Consumer Staples 44.35%
2 Financials 23.2%
3 Healthcare 9.19%
4 Consumer Discretionary 7.57%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 11.23%
57
2
$8.44M 6.65%
198,756
-4,903
3
$7.64M 6.02%
61,333
-102
4
$7.3M 5.76%
65,250
-93
5
$6.87M 5.42%
52,985
+54
6
$6.77M 5.34%
40,639
-1,222
7
$6.72M 5.3%
74,836
-987
8
$6.6M 5.2%
58,444
-6
9
$6.34M 5%
88,847
-768
10
$5.18M 4.09%
93,134
+432
11
$4.13M 3.26%
37,675
+3,668
12
$4.13M 3.26%
45,538
+441
13
$3.84M 3.03%
22,907
-500
14
$3.58M 2.82%
30,982
+1,390
15
$3.55M 2.8%
21,305
+570
16
$3.02M 2.38%
26,990
-117
17
$2.72M 2.15%
34,434
+717
18
$2.52M 1.99%
104,802
-9,105
19
$2.3M 1.81%
83,149
+2,840
20
$2.16M 1.7%
23,344
+739
21
$1.88M 1.48%
30,175
-406
22
$1.86M 1.47%
41,887
+1,677
23
$1.72M 1.35%
26,320
-672
24
$1.68M 1.32%
33,682
+4,582
25
$1.57M 1.24%
82,740
+605
1
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