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
$144M
AUM Growth
+$9.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$182K
3
+$116K
4
EXPD icon
Expeditors International
EXPD
+$116K
5
JNJ icon
Johnson & Johnson
JNJ
+$110K

Top Sells

1
+$538K
2
+$274K
3
+$261K
4
MCD icon
McDonald's
MCD
+$99.1K
5
PEP icon
PepsiCo
PEP
+$74.7K

Sector Composition

1 Consumer Staples 39.18%
2 Financials 21.72%
3 Healthcare 12.84%
4 Consumer Discretionary 10.55%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 13.32%
55
2
$8.42M 5.86%
60,520
-1,877
3
$8.26M 5.75%
55,697
-504
4
$8.02M 5.58%
37,356
-462
5
$8.01M 5.57%
145,991
-694
6
$7.91M 5.51%
50,262
+699
7
$7.82M 5.45%
33,733
-237
8
$7.75M 5.39%
20,561
-109
9
$6.3M 4.39%
76,122
+21
10
$4.86M 3.38%
44,355
-59
11
$4.61M 3.21%
29,030
-83
12
$4.15M 2.89%
101,328
-291
13
$4.12M 2.87%
38,400
+86
14
$3.79M 2.64%
62,067
-101
15
$3.5M 2.44%
72,870
-117
16
$3.32M 2.31%
13,971
-230
17
$2.86M 1.99%
23,690
-49
18
$2.84M 1.98%
13,673
-105
19
$2.82M 1.96%
88,220
+3,640
20
$2.75M 1.92%
27,410
-131
21
$2.12M 1.48%
10,188
-59
22
$1.97M 1.37%
11,671
-35
23
$1.9M 1.33%
54,912
-15,532
24
$1.89M 1.31%
31,313
-85
25
$1.87M 1.3%
95,264
-425
1
2