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
+$720K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$187K
2
+$104K
3
+$91.2K
4
KHC icon
Kraft Heinz
KHC
+$59.5K
5
MO icon
Altria Group
MO
+$38.9K

Top Sells

1
+$421K
2
+$197K
3
+$113K
4
PG icon
Procter & Gamble
PG
+$110K
5
KO icon
Coca-Cola
KO
+$102K

Sector Composition

1 Consumer Staples 40.37%
2 Financials 23.13%
3 Consumer Discretionary 11.73%
4 Healthcare 10.17%
5 Industrials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.2M 12.14%
55
2
$10.1M 7.12%
46,850
-1,962
3
$8.88M 6.28%
64,732
-575
4
$8.86M 6.27%
71,216
-884
5
$8.82M 6.24%
162,054
-1,879
6
$7.56M 5.35%
36,327
-949
7
$6.92M 4.9%
53,494
-190
8
$6.36M 4.5%
22,078
9
$5.47M 3.87%
72,094
+350
10
$4.7M 3.33%
28,760
-405
11
$4M 2.83%
97,737
+951
12
$3.95M 2.79%
47,190
-805
13
$3.71M 2.62%
52,081
-95
14
$3.63M 2.57%
20,206
-630
15
$3.62M 2.56%
30,619
16
$3.6M 2.55%
71,335
-980
17
$3.34M 2.36%
84,342
-375
18
$3.19M 2.25%
33,482
+120
19
$2.81M 1.99%
28,262
+225
20
$2.75M 1.94%
96,124
+180
21
$2.48M 1.75%
33,364
22
$2.47M 1.75%
70,456
+941
23
$2.4M 1.7%
15,168
-320
24
$1.9M 1.34%
25,053
25
$1.64M 1.16%
58,822
+2,130
1
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