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
$170M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$805K
2
+$314K
3
+$194K
4
ORLY icon
O'Reilly Automotive
ORLY
+$96K
5
WEC icon
WEC Energy
WEC
+$61.9K

Top Sells

1
+$516K
2
+$435K
3
+$254K
4
ATVI
Activision Blizzard
ATVI
+$239K
5
PG icon
Procter & Gamble
PG
+$223K

Sector Composition

1 Consumer Staples 32.2%
2 Financials 26.76%
3 Healthcare 10.73%
4 Consumer Discretionary 9.68%
5 Industrials 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.2M 16.63%
52
2
$11.8M 6.97%
33,173
-296
3
$10.7M 6.33%
16,280
-112
4
$9.01M 5.31%
30,392
-143
5
$8.09M 4.77%
47,645
-209
6
$7.84M 4.62%
132,975
-1,446
7
$7.41M 4.37%
50,575
-1,519
8
$6.97M 4.11%
44,457
-398
9
$6.74M 3.97%
71,676
-1,000
10
$6.05M 3.57%
39,058
-832
11
$4.76M 2.8%
43,207
-149
12
$4.24M 2.5%
22,606
-405
13
$4.12M 2.43%
102,035
-110
14
$4.03M 2.37%
111,777
-19
15
$3.76M 2.21%
33,898
-40
16
$3.62M 2.13%
24,822
-276
17
$3.55M 2.09%
67,584
-984
18
$3.31M 1.95%
13,465
-40
19
$3.29M 1.94%
23,753
-5
20
$3.24M 1.91%
16,849
+20
21
$3.2M 1.89%
13,400
22
$2.57M 1.51%
12,923
+94
23
$2.42M 1.43%
17,184
+5,713
24
$2.39M 1.41%
90,782
-260
25
$2.12M 1.25%
36,924
+3,379
1
2