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
$152M
AUM Growth
+$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$322K
3
+$258K
4
ENB icon
Enbridge
ENB
+$216K
5
AMT icon
American Tower
AMT
+$211K

Top Sells

1
+$563K
2
+$282K
3
+$269K
4
UL icon
Unilever
UL
+$218K
5
KO icon
Coca-Cola
KO
+$125K

Sector Composition

1 Consumer Staples 37.13%
2 Financials 22.91%
3 Healthcare 12.84%
4 Consumer Discretionary 10.25%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 13.91%
55
2
$8.72M 5.72%
34,140
+407
3
$8.38M 5.5%
50,980
+718
4
$8.25M 5.41%
60,947
+427
5
$7.99M 5.24%
56,514
+817
6
$7.81M 5.12%
34,844
-2,512
7
$7.57M 4.97%
143,628
-2,363
8
$7.25M 4.75%
20,561
9
$6.91M 4.53%
77,842
+1,720
10
$5.4M 3.54%
45,088
+733
11
$5.39M 3.53%
105,319
+3,991
12
$4.75M 3.12%
28,925
-105
13
$4.41M 2.89%
40,783
+2,383
14
$3.75M 2.46%
57,735
-4,332
15
$3.48M 2.28%
12,971
-1,000
16
$3.43M 2.25%
94,143
+5,923
17
$3.35M 2.2%
23,691
+1
18
$3.31M 2.17%
73,137
+267
19
$3.14M 2.06%
27,170
-240
20
$2.42M 1.58%
13,673
21
$2.24M 1.47%
10,173
-15
22
$2.14M 1.4%
53,507
-1,405
23
$2.11M 1.38%
95,704
+440
24
$2.11M 1.38%
12,396
+725
25
$1.95M 1.28%
31,690
+377
1
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