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
$130M
AUM Growth
+$2.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$375K
3
+$93K
4
GPC icon
Genuine Parts
GPC
+$41.3K
5
KMI.PRA
Kinder Morgan, Inc.
KMI.PRA
+$20.6K

Top Sells

1
+$283K
2
+$184K
3
+$150K
4
KO icon
Coca-Cola
KO
+$108K
5
VRSK icon
Verisk Analytics
VRSK
+$57.4K

Sector Composition

1 Consumer Staples 44.29%
2 Financials 22.96%
3 Healthcare 9.64%
4 Consumer Discretionary 8.42%
5 Industrials 5.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 11.19%
57
2
$8.81M 6.79%
196,356
-2,400
3
$8.13M 6.27%
61,488
+155
4
$8.07M 6.22%
52,700
-285
5
$7.52M 5.8%
65,140
-110
6
$6.83M 5.26%
58,119
-325
7
$6.73M 5.19%
39,754
-885
8
$6.58M 5.07%
88,312
-535
9
$6.34M 4.89%
72,727
-2,109
10
$5.14M 3.97%
92,840
-294
11
$4.53M 3.49%
41,075
+3,400
12
$4.46M 3.44%
52,113
+6,575
13
$3.7M 2.85%
30,877
-105
14
$3.64M 2.81%
22,763
-144
15
$3.26M 2.51%
26,805
-185
16
$3.11M 2.4%
21,139
-166
17
$2.87M 2.21%
34,034
-400
18
$2.36M 1.82%
93,597
-11,205
19
$2.25M 1.74%
83,229
+80
20
$2.21M 1.7%
23,789
+445
21
$2.06M 1.59%
42,298
+411
22
$1.87M 1.44%
25,835
-485
23
$1.7M 1.31%
30,112
-63
24
$1.57M 1.21%
18,643
-680
25
$1.5M 1.16%
34,152
+470
1
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