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
$153M
AUM Growth
-$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$622K
2
+$274K
3
+$138K
4
ORLY icon
O'Reilly Automotive
ORLY
+$93.5K
5
ENB icon
Enbridge
ENB
+$55.3K

Top Sells

1
+$848K
2
+$478K
3
+$347K
4
KHC icon
Kraft Heinz
KHC
+$316K
5
PG icon
Procter & Gamble
PG
+$213K

Sector Composition

1 Consumer Staples 37.01%
2 Financials 24.11%
3 Healthcare 11.24%
4 Consumer Discretionary 9.49%
5 Industrials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.6M 14.81%
55
2
$9.2M 6.02%
20,480
-81
3
$8.57M 5.61%
31,417
-353
4
$8.03M 5.26%
53,405
-232
5
$7.8M 5.11%
55,828
-1,524
6
$7.61M 4.98%
31,563
-333
7
$7.29M 4.77%
45,146
-2,957
8
$7.11M 4.65%
135,557
-846
9
$7.05M 4.61%
74,353
+167
10
$5.34M 3.49%
27,665
-201
11
$4.96M 3.24%
41,953
-191
12
$4.57M 2.99%
100,292
+28
13
$4.35M 2.84%
40,292
+186
14
$3.94M 2.58%
23,535
-101
15
$3.69M 2.41%
92,493
+1,387
16
$3.31M 2.17%
71,226
-84
17
$3.08M 2.01%
25,400
-140
18
$3.04M 1.99%
12,718
-143
19
$2.73M 1.79%
13,635
-38
20
$2.68M 1.76%
20,643
+4,784
21
$2.52M 1.65%
41,270
-13,863
22
$1.93M 1.26%
35,796
+2,557
23
$1.93M 1.26%
10,582
-785
24
$1.89M 1.24%
87,235
+32
25
$1.87M 1.22%
9,532
-18
1
2