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
$118M
AUM Growth
+$8.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$909K
2
+$461K
3
+$248K
4
QSR icon
Restaurant Brands International
QSR
+$202K
5
NVS icon
Novartis
NVS
+$171K

Top Sells

1
+$1.05M
2
+$413K
3
+$303K
4
JPM icon
JPMorgan Chase
JPM
+$296K
5
AXP icon
American Express
AXP
+$244K

Sector Composition

1 Consumer Staples 40.29%
2 Financials 21.1%
3 Healthcare 13.15%
4 Consumer Discretionary 10.61%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 12.43%
55
2
$7.56M 6.39%
63,224
+185
3
$7.41M 6.27%
56,057
+137
4
$7.04M 5.95%
38,178
-1,643
5
$6.83M 5.78%
48,584
-67
6
$6.42M 5.42%
143,591
+1,162
7
$6.27M 5.3%
20,670
8
$6.06M 5.12%
33,952
-534
9
$5.15M 4.36%
73,564
+1,000
10
$4.11M 3.47%
44,898
-86
11
$3.9M 3.29%
99,285
+798
12
$3.81M 3.22%
28,369
+1,014
13
$3.34M 2.83%
34,049
+9,256
14
$3.16M 2.67%
57,907
+3,694
15
$2.89M 2.44%
72,276
+2,472
16
$2.55M 2.16%
14,536
-2,355
17
$2.35M 1.98%
13,778
-550
18
$2.34M 1.98%
26,890
+1
19
$2.31M 1.95%
75,790
+4,340
20
$2.3M 1.95%
24,202
-2,566
21
$1.98M 1.68%
62,150
+2,785
22
$1.8M 1.52%
31,201
-1,244
23
$1.72M 1.46%
94,699
+500
24
$1.67M 1.42%
11,986
25
$1.66M 1.41%
9,842
+397
1
2