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
$135M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$497K
3
+$456K
4
JPM icon
JPMorgan Chase
JPM
+$410K
5
ABBV icon
AbbVie
ABBV
+$374K

Top Sells

1
+$1.05M
2
+$115K
3
+$79K
4
NSC icon
Norfolk Southern
NSC
+$71.7K
5
ABT icon
Abbott
ABT
+$52.7K

Sector Composition

1 Consumer Staples 39.76%
2 Financials 21.06%
3 Healthcare 12.65%
4 Consumer Discretionary 11.14%
5 Industrials 7.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 13.08%
55
2
$8.67M 6.45%
62,397
-827
3
$8.3M 6.17%
37,818
-360
4
$7.79M 5.79%
56,201
+144
5
$7.38M 5.48%
49,563
+979
6
$7.34M 5.45%
20,670
7
$7.24M 5.38%
146,685
+3,094
8
$7.23M 5.38%
33,970
+18
9
$5.71M 4.24%
76,101
+2,537
10
$4.83M 3.59%
44,414
-484
11
$4.01M 2.98%
29,113
+744
12
$3.93M 2.92%
101,619
+2,334
13
$3.58M 2.66%
62,168
+4,261
14
$3.4M 2.53%
72,987
+711
15
$3.36M 2.49%
38,314
+4,265
16
$3.04M 2.26%
14,201
-335
17
$2.62M 1.95%
27,541
+651
18
$2.55M 1.9%
13,778
19
$2.47M 1.84%
84,580
+8,790
20
$2.38M 1.77%
23,739
-463
21
$2.11M 1.57%
70,444
+8,294
22
$2.02M 1.5%
10,247
+405
23
$1.95M 1.45%
11,706
+1,601
24
$1.85M 1.37%
31,398
+197
25
$1.79M 1.33%
12,794
+808
1
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