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
$143M
AUM Growth
-$9.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$488K
2
+$388K
3
+$215K
4
ENB icon
Enbridge
ENB
+$122K
5
AMT icon
American Tower
AMT
+$120K

Top Sells

1
+$406K
2
+$384K
3
+$344K
4
VZ icon
Verizon
VZ
+$332K
5
GPC icon
Genuine Parts
GPC
+$250K

Sector Composition

1 Consumer Staples 35.93%
2 Financials 24.17%
3 Healthcare 12.08%
4 Consumer Discretionary 9.34%
5 Industrials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 15.35%
54
-1
2
$8.56M 5.99%
32,058
+1,452
3
$8.15M 5.7%
17,249
-814
4
$7.98M 5.58%
48,905
-2,105
5
$7.68M 5.37%
137,140
+105
6
$7.34M 5.13%
44,920
-341
7
$7.22M 5.05%
31,288
-100
8
$6.78M 4.74%
53,662
-633
9
$6.11M 4.28%
73,650
-238
10
$5.33M 3.73%
39,749
+91
11
$4.37M 3.06%
25,754
-640
12
$4.18M 2.92%
43,165
+1,231
13
$4.17M 2.92%
103,284
+353
14
$3.98M 2.79%
106,892
+3,284
15
$3.51M 2.45%
23,502
-1,672
16
$3.29M 2.3%
27,560
+638
17
$3.16M 2.21%
23,390
18
$3.12M 2.18%
72,258
-654
19
$2.38M 1.66%
11,331
-265
20
$2.3M 1.61%
13,490
21
$2.16M 1.51%
90,828
+323
22
$1.83M 1.28%
8,323
-60
23
$1.81M 1.26%
9,280
-16
24
$1.71M 1.2%
29,387
+110
25
$1.44M 1.01%
8,906
-1,540
1
2