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
+$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$850K
2
+$399K
3
+$277K
4
QSR icon
Restaurant Brands International
QSR
+$268K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$205K

Top Sells

1
+$1.04M
2
+$244K
3
+$158K
4
PM icon
Philip Morris
PM
+$140K
5
KO icon
Coca-Cola
KO
+$127K

Sector Composition

1 Consumer Staples 33.56%
2 Financials 25.71%
3 Healthcare 10.61%
4 Consumer Discretionary 10.35%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 15.74%
52
-2
2
$11.9M 6.98%
35,012
+2,494
3
$9.22M 5.39%
30,895
-208
4
$8.93M 5.22%
48,188
-399
5
$8.9M 5.2%
16,532
-179
6
$8.22M 4.81%
136,561
-2,103
7
$8.11M 4.74%
53,435
-1,040
8
$7.51M 4.39%
45,393
-118
9
$7.16M 4.18%
73,323
-1,434
10
$5.43M 3.17%
40,284
+17
11
$4.78M 2.79%
33,509
+2,801
12
$4.78M 2.79%
43,816
-981
13
$4.71M 2.75%
103,945
-2,215
14
$4.41M 2.58%
25,450
+109
15
$4.15M 2.43%
111,799
+2
16
$4.07M 2.38%
23,366
-9
17
$4.03M 2.36%
23,816
-49
18
$3.63M 2.12%
69,261
-2,202
19
$3.26M 1.91%
16,829
20
$3.03M 1.77%
13,400
21
$2.8M 1.64%
13,696
+132
22
$2.49M 1.46%
12,779
+1,421
23
$2.4M 1.4%
91,127
24
$2.22M 1.3%
28,682
+3,451
25
$2.08M 1.21%
8,317
+1
1
2