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
$128M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$139K
2
+$97.6K
3
+$73.8K
4
PM icon
Philip Morris
PM
+$60.6K
5
WFC.WS
Wells Fargo & Company Ws
WFC.WS
+$59K

Top Sells

1
+$915K
2
+$619K
3
+$453K
4
KMI.PRA
Kinder Morgan, Inc.
KMI.PRA
+$367K
5
AXP icon
American Express
AXP
+$226K

Sector Composition

1 Consumer Staples 42.57%
2 Financials 25.37%
3 Healthcare 10.51%
4 Consumer Discretionary 8.46%
5 Industrials 5.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.4M 12.82%
55
2
$8.09M 6.31%
51,750
-400
3
$7.9M 6.15%
61,616
-290
4
$7.86M 6.12%
39,380
-3,103
5
$7.85M 6.12%
180,732
-10,430
6
$7.26M 5.66%
66,513
-305
7
$5.98M 4.66%
75,473
+1,231
8
$5.97M 4.65%
60,032
+610
9
$5.86M 4.56%
93,972
+2,230
10
$4.72M 3.68%
90,101
-3,494
11
$4.63M 3.6%
42,080
+150
12
$4.24M 3.31%
22,513
-165
13
$4.17M 3.25%
30,817
-275
14
$3.67M 2.86%
58,853
+1,185
15
$3.56M 2.77%
26,216
-374
16
$2.95M 2.3%
31,614
-2,420
17
$2.94M 2.29%
49,039
-155
18
$2.65M 2.07%
89,457
-255
19
$2.44M 1.9%
25,785
-50
20
$2.17M 1.69%
24,136
-354
21
$2.15M 1.67%
87,754
+2,030
22
$1.74M 1.36%
11,890
-6,237
23
$1.72M 1.34%
16,503
-170
24
$1.39M 1.09%
27,510
-1,677
25
$1.26M 0.98%
12,011
-380
1
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