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
$164M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$816K
2
+$553K
3
+$495K
4
FNV icon
Franco-Nevada
FNV
+$352K
5
QSR icon
Restaurant Brands International
QSR
+$232K

Top Sells

1
+$761K
2
+$29.7K
3
+$21.7K
4
VZ icon
Verizon
VZ
+$18.4K
5
KO icon
Coca-Cola
KO
+$15K

Sector Composition

1 Consumer Staples 34.96%
2 Financials 24.32%
3 Healthcare 11.21%
4 Consumer Discretionary 9.96%
5 Industrials 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.1M 15.3%
54
2
$10M 6.11%
32,518
-46
3
$8.86M 5.39%
48,587
+291
4
$8.7M 5.29%
31,103
+26
5
$8.6M 5.24%
138,664
-242
6
$8.3M 5.05%
16,711
7
$8.1M 4.93%
54,475
+126
8
$7.27M 4.42%
74,757
-305
9
$7.05M 4.29%
45,511
+183
10
$6.42M 3.91%
40,267
+85
11
$4.74M 2.88%
106,160
-486
12
$4.59M 2.79%
25,341
+564
13
$4.54M 2.76%
44,797
-10
14
$4.48M 2.73%
30,708
+2,411
15
$4.27M 2.6%
111,797
+96
16
$3.99M 2.43%
23,865
+525
17
$3.86M 2.35%
23,375
18
$3.51M 2.14%
71,463
+12
19
$2.78M 1.69%
16,829
+3,004
20
$2.73M 1.66%
13,564
+4,054
21
$2.57M 1.56%
13,400
22
$2.36M 1.44%
91,127
+299
23
$2.24M 1.36%
11,358
+2,804
24
$2.13M 1.29%
33,569
+1,446
25
$2.12M 1.29%
8,316
1
2