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
$137M
AUM Growth
+$8.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$297K
3
+$294K
4
UNP icon
Union Pacific
UNP
+$274K
5
FNV icon
Franco-Nevada
FNV
+$261K

Top Sells

1
+$582K
2
+$518K
3
+$464K
4
PEP icon
PepsiCo
PEP
+$408K
5
KO icon
Coca-Cola
KO
+$376K

Sector Composition

1 Consumer Staples 39.91%
2 Financials 23.02%
3 Consumer Discretionary 11.38%
4 Healthcare 10.77%
5 Industrials 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 12.13%
55
2
$9.31M 6.82%
49,013
-2,443
3
$8.02M 5.87%
65,453
-3,328
4
$7.84M 5.74%
167,401
-8,024
5
$7.58M 5.55%
54,229
-3,707
6
$7.58M 5.55%
37,714
-1,266
7
$7.52M 5.5%
72,246
-3,314
8
$6.28M 4.6%
71,024
-1,090
9
$5.55M 4.06%
96,584
-3,298
10
$5.36M 3.93%
22,138
-100
11
$4.78M 3.5%
29,185
-1,277
12
$3.94M 2.88%
81,495
-2,914
13
$3.9M 2.86%
20,896
-3,115
14
$3.83M 2.81%
47,975
-1,450
15
$3.35M 2.45%
30,669
-450
16
$3.16M 2.31%
48,526
+1,186
17
$3.07M 2.25%
27,432
-1,429
18
$2.82M 2.07%
86,748
-3,360
19
$2.8M 2.05%
33,374
-888
20
$2.79M 2.04%
95,944
-1,670
21
$2.5M 1.83%
69,000
+8,180
22
$2.38M 1.74%
33,365
-680
23
$2.07M 1.51%
15,533
-510
24
$2.02M 1.48%
25,053
-942
25
$1.86M 1.36%
56,973
-2,174
1
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