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
$138M
AUM Growth
+$9.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$704K
3
+$497K
4
PM icon
Philip Morris
PM
+$296K
5
HSY icon
Hershey
HSY
+$259K

Top Sells

1
+$704K
2
+$675K
3
+$535K
4
KO icon
Coca-Cola
KO
+$55.3K
5
JNJ icon
Johnson & Johnson
JNJ
+$17.4K

Sector Composition

1 Consumer Staples 40.56%
2 Financials 24.7%
3 Healthcare 10.72%
4 Consumer Discretionary 10.4%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 12.77%
55
2
$8.79M 6.38%
52,546
+691
3
$8.52M 6.18%
61,665
-126
4
$8.29M 6.01%
38,712
-11
5
$8.16M 5.92%
176,590
-1,197
6
$7.71M 5.59%
68,923
+15
7
$6.36M 4.61%
76,403
+285
8
$5.88M 4.26%
97,452
+1,605
9
$5.79M 4.2%
71,012
+3,625
10
$5.28M 3.83%
22,488
-25
11
$4.73M 3.43%
26,216
12
$4.49M 3.25%
85,326
+45
13
$4.35M 3.15%
30,687
-40
14
$3.77M 2.74%
43,106
+196
15
$3.63M 2.63%
65,856
+1,513
16
$3.62M 2.62%
49,310
-89
17
$3.33M 2.41%
31,239
-50
18
$2.8M 2.03%
89,373
-249
19
$2.79M 2.02%
28,071
+960
20
$2.75M 1.99%
46,320
+16,955
21
$2.63M 1.91%
91,524
+3,090
22
$2.39M 1.73%
25,265
23
$1.95M 1.41%
16,153
24
$1.73M 1.26%
31,391
+9,022
25
$1.59M 1.15%
13,617
+186
1
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