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
$163M
AUM Growth
-$8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$737K
2
+$736K
3
+$496K
4
FNV icon
Franco-Nevada
FNV
+$57.3K
5
WEC icon
WEC Energy
WEC
+$51.6K

Top Sells

1
+$1.09M
2
+$541K
3
+$196K
4
ATVI
Activision Blizzard
ATVI
+$161K
5
KO icon
Coca-Cola
KO
+$120K

Sector Composition

1 Consumer Staples 32.95%
2 Financials 26.84%
3 Healthcare 10.78%
4 Consumer Discretionary 9.53%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.6M 16.95%
52
2
$11.7M 7.19%
33,469
-1,543
3
$9.26M 5.68%
16,392
-140
4
$8.11M 4.97%
47,854
-334
5
$8.04M 4.93%
30,535
-360
6
$7.6M 4.66%
52,094
-1,341
7
$7.52M 4.61%
134,421
-2,140
8
$6.99M 4.28%
44,855
-538
9
$6.73M 4.13%
72,676
-647
10
$5.95M 3.65%
39,890
-394
11
$4.53M 2.78%
33,938
+429
12
$4.3M 2.63%
102,145
-1,800
13
$4.2M 2.58%
43,356
-460
14
$3.74M 2.3%
25,098
-352
15
$3.71M 2.28%
111,796
-3
16
$3.66M 2.24%
68,568
-693
17
$3.43M 2.11%
23,011
-355
18
$3.43M 2.1%
23,758
-58
19
$3.17M 1.94%
13,400
20
$2.88M 1.77%
16,829
21
$2.75M 1.69%
13,505
-191
22
$2.49M 1.53%
91,042
-85
23
$2.25M 1.38%
12,829
+50
24
$1.92M 1.18%
28,774
+92
25
$1.7M 1.04%
8,496
+179
1
2