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
$156M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$461K
2
+$351K
3
+$286K
4
ADI icon
Analog Devices
ADI
+$245K
5
AMT icon
American Tower
AMT
+$176K

Top Sells

1
+$681K
2
+$659K
3
+$485K
4
JNJ icon
Johnson & Johnson
JNJ
+$474K
5
NVS icon
Novartis
NVS
+$434K

Sector Composition

1 Consumer Staples 36.52%
2 Financials 24.02%
3 Healthcare 11.75%
4 Consumer Discretionary 9.78%
5 Industrials 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 14.74%
55
2
$8.83M 5.65%
31,770
-2,370
3
$8.13M 5.21%
20,561
4
$7.95M 5.09%
53,637
-2,877
5
$7.92M 5.07%
48,103
-2,877
6
$7.74M 4.95%
57,352
-3,595
7
$7.38M 4.72%
136,403
-7,225
8
$7.37M 4.72%
31,896
-2,948
9
$7.35M 4.71%
74,186
-3,656
10
$5.34M 3.42%
27,866
-1,059
11
$4.89M 3.13%
42,144
-2,944
12
$4.78M 3.06%
100,264
-5,055
13
$4.52M 2.89%
40,106
-677
14
$3.9M 2.5%
23,636
-55
15
$3.65M 2.34%
91,106
-3,037
16
$3.55M 2.27%
55,133
-2,602
17
$3.41M 2.18%
12,861
-110
18
$3.35M 2.15%
71,310
-1,827
19
$3.23M 2.07%
25,540
-1,630
20
$2.39M 1.53%
13,673
21
$2.36M 1.51%
11,367
-1,029
22
$2.3M 1.47%
15,859
+537
23
$2.1M 1.35%
87,203
-8,501
24
$2.1M 1.34%
9,550
-623
25
$2.04M 1.31%
50,057
-3,450
1
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