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
$132M
AUM Growth
+$2.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$352K
2
+$278K
3
+$234K
4
KHC icon
Kraft Heinz
KHC
+$208K
5
BAX icon
Baxter International
BAX
+$203K

Top Sells

1
+$353K
2
+$275K
3
+$126K
4
KO icon
Coca-Cola
KO
+$114K
5
WMT icon
Walmart
WMT
+$73.1K

Sector Composition

1 Consumer Staples 42.97%
2 Financials 23.95%
3 Healthcare 10.19%
4 Consumer Discretionary 8.47%
5 Industrials 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.4M 11.65%
56
-1
2
$8.72M 6.6%
193,812
-2,544
3
$8.25M 6.25%
52,675
-25
4
$8.02M 6.07%
61,660
+172
5
$7.52M 5.69%
41,029
+1,275
6
$7.26M 5.5%
65,193
+53
7
$6.63M 5.02%
72,917
+190
8
$6.47M 4.9%
58,262
+143
9
$5.75M 4.36%
90,712
+2,400
10
$5.13M 3.89%
93,070
+230
11
$4.92M 3.73%
41,250
+175
12
$4.25M 3.22%
54,798
+2,685
13
$4.12M 3.12%
31,182
+305
14
$3.73M 2.82%
22,678
-85
15
$3.52M 2.66%
26,610
-195
16
$3.08M 2.33%
34,034
17
$2.58M 1.95%
18,593
-2,546
18
$2.54M 1.92%
47,508
+5,210
19
$2.37M 1.79%
90,792
-2,805
20
$2.3M 1.74%
25,835
21
$2.28M 1.73%
23,845
+56
22
$2.13M 1.61%
81,834
-1,395
23
$1.67M 1.26%
29,621
-491
24
$1.43M 1.08%
33,593
-559
25
$1.42M 1.08%
17,123
-1,520
1
2