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
$141M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$425K
2
+$254K
3
+$212K
4
NVS icon
Novartis
NVS
+$118K
5
GPC icon
Genuine Parts
GPC
+$62.7K

Top Sells

1
+$434K
2
+$201K
3
+$198K
4
KO icon
Coca-Cola
KO
+$177K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$93.4K

Sector Composition

1 Consumer Staples 39.44%
2 Financials 23.68%
3 Consumer Discretionary 11.86%
4 Healthcare 10.52%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.5M 12.45%
55
2
$10.1M 7.21%
48,812
-201
3
$8.56M 6.09%
65,307
-146
4
$8.35M 5.94%
163,933
-3,468
5
$7.95M 5.65%
37,276
-438
6
$7.91M 5.62%
72,100
-146
7
$7.48M 5.32%
53,684
-545
8
$5.83M 4.15%
22,078
-60
9
$5.63M 4.01%
71,744
+720
10
$5.03M 3.58%
29,165
-20
11
$4.58M 3.26%
96,786
+202
12
$4.15M 2.95%
20,836
-60
13
$4.04M 2.87%
47,995
+20
14
$3.78M 2.69%
30,619
-50
15
$3.63M 2.58%
52,176
+3,650
16
$3.42M 2.43%
72,315
-9,180
17
$3.12M 2.22%
84,717
-2,031
18
$2.95M 2.1%
33,362
-12
19
$2.9M 2.07%
28,037
+605
20
$2.77M 1.97%
95,944
21
$2.51M 1.78%
69,515
+515
22
$2.27M 1.61%
15,488
-45
23
$2.23M 1.59%
33,364
-1
24
$1.82M 1.3%
25,053
25
$1.76M 1.25%
56,692
-281
1
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