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
$171M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$625K
2
+$620K
3
+$255K
4
ORLY icon
O'Reilly Automotive
ORLY
+$211K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

1
+$345K
2
+$222K
3
+$159K
4
PG icon
Procter & Gamble
PG
+$91.4K
5
JNJ icon
Johnson & Johnson
JNJ
+$67.7K

Sector Composition

1 Consumer Staples 36.93%
2 Financials 23.19%
3 Healthcare 11.52%
4 Consumer Discretionary 9.29%
5 Industrials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.8M 14.47%
55
2
$11.5M 6.7%
20,200
-280
3
$9.35M 5.46%
31,274
-143
4
$9.23M 5.39%
53,138
-267
5
$9.04M 5.28%
55,269
-559
6
$8.43M 4.92%
31,430
-133
7
$8.08M 4.72%
136,435
+878
8
$7.66M 4.47%
44,750
-396
9
$7.02M 4.1%
73,940
-413
10
$6.04M 3.53%
27,444
-221
11
$5.9M 3.45%
41,936
-17
12
$5.4M 3.15%
39,897
-395
13
$4.79M 2.8%
101,050
+758
14
$3.84M 2.24%
23,460
-75
15
$3.75M 2.19%
12,588
-130
16
$3.73M 2.18%
95,332
+2,839
17
$3.56M 2.08%
25,389
-11
18
$3.5M 2.04%
72,570
+1,344
19
$3.48M 2.03%
25,160
+4,517
20
$3.12M 1.82%
13,625
-10
21
$2.38M 1.39%
9,462
-70
22
$2.25M 1.31%
10,487
-95
23
$2.16M 1.26%
35,578
-5,692
24
$2.02M 1.18%
28,234
-482
25
$1.97M 1.15%
89,720
+2,485
1
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