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
-$305K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$594K
3
+$345K
4
GPC icon
Genuine Parts
GPC
+$273K
5
PEP icon
PepsiCo
PEP
+$261K

Top Sells

1
+$762K
2
+$306K
3
+$279K
4
WFC icon
Wells Fargo
WFC
+$267K
5
MTB icon
M&T Bank
MTB
+$182K

Sector Composition

1 Consumer Staples 42.26%
2 Financials 24.13%
3 Healthcare 10.22%
4 Consumer Discretionary 9.67%
5 Industrials 6.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 12.12%
55
2
$8.13M 6.35%
51,855
+105
3
$7.8M 6.09%
177,787
-2,945
4
$7.5M 5.86%
68,908
+2,395
5
$7.5M 5.86%
61,791
+175
6
$7.23M 5.65%
38,723
-657
7
$5.94M 4.64%
76,118
+645
8
$5.44M 4.25%
95,847
+1,875
9
$5.44M 4.25%
67,387
+7,355
10
$4.73M 3.69%
85,281
-4,820
11
$4.71M 3.68%
22,513
12
$4.42M 3.46%
30,727
-90
13
$4.32M 3.38%
42,910
+830
14
$4.04M 3.16%
64,343
+5,490
15
$3.96M 3.09%
26,216
16
$3.07M 2.39%
31,289
-325
17
$3.01M 2.35%
49,399
+360
18
$2.56M 2%
89,622
+165
19
$2.49M 1.94%
27,111
+2,975
20
$2.45M 1.91%
88,434
+680
21
$2.34M 1.83%
25,265
-520
22
$1.77M 1.38%
29,365
+18,885
23
$1.74M 1.36%
16,153
-350
24
$1.43M 1.11%
13,431
+1,420
25
$1.17M 0.91%
22,369
+4,644
1
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