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
$140M
AUM Growth
+$8.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$288K
2
+$260K
3
+$223K
4
PEP icon
PepsiCo
PEP
+$195K
5
PM icon
Philip Morris
PM
+$123K

Top Sells

1
+$410K
2
+$298K
3
+$122K
4
MCD icon
McDonald's
MCD
+$90.4K
5
IBM icon
IBM
IBM
+$68.4K

Sector Composition

1 Consumer Staples 42.78%
2 Financials 24.51%
3 Healthcare 10.1%
4 Consumer Discretionary 8.51%
5 Industrials 5.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 11.67%
55
-1
2
$8.98M 6.4%
52,150
-525
3
$8.77M 6.25%
191,162
-2,650
4
$8.65M 6.17%
61,906
+246
5
$8.42M 6%
42,483
+1,454
6
$8.01M 5.71%
66,818
+1,625
7
$6.82M 4.86%
74,242
+1,325
8
$6.55M 4.67%
91,742
+1,030
9
$6.28M 4.48%
59,422
+1,160
10
$5.68M 4.05%
93,595
+525
11
$4.68M 3.33%
41,930
+680
12
$4.54M 3.24%
31,092
-90
13
$4.48M 3.2%
57,668
+2,870
14
$4.22M 3.01%
22,678
15
$3.85M 2.75%
26,590
-20
16
$3.38M 2.41%
34,034
17
$2.95M 2.1%
89,712
-1,080
18
$2.81M 2%
49,194
+1,686
19
$2.66M 1.9%
18,127
-466
20
$2.5M 1.78%
25,835
21
$2.33M 1.66%
24,490
+645
22
$2.27M 1.62%
85,724
+3,890
23
$1.6M 1.14%
16,673
-450
24
$1.54M 1.1%
29,187
-434
25
$1.48M 1.05%
12,391
+735
1
2