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
$184M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$261K
3
+$195K
4
QSR icon
Restaurant Brands International
QSR
+$151K
5
FNV icon
Franco-Nevada
FNV
+$78.6K

Top Sells

1
+$206K
2
+$43.1K
3
+$32.8K
4
JNJ icon
Johnson & Johnson
JNJ
+$22.8K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$16.4K

Sector Composition

1 Consumer Staples 31.38%
2 Financials 28.94%
3 Healthcare 10.43%
4 Consumer Discretionary 9.17%
5 Industrials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33M 17.89%
52
2
$13.9M 7.56%
33,134
-39
3
$12M 6.49%
16,330
+50
4
$8.55M 4.64%
30,339
-53
5
$8.33M 4.51%
47,573
-72
6
$8.17M 4.43%
50,373
-202
7
$8.12M 4.4%
132,715
-260
8
$7.11M 3.86%
39,065
+7
9
$7.01M 3.8%
44,313
-144
10
$6.56M 3.56%
71,619
-57
11
$5.19M 2.81%
22,777
+171
12
$4.9M 2.66%
43,121
-86
13
$4.45M 2.41%
102,056
+21
14
$4.12M 2.23%
34,558
+660
15
$4.05M 2.2%
67,312
-272
16
$4.04M 2.19%
111,779
+2
17
$3.68M 2%
23,754
+1
18
$3.67M 1.99%
24,125
+6,941
19
$3.65M 1.98%
24,532
-290
20
$3.31M 1.8%
13,466
+1
21
$3.16M 1.71%
13,400
22
$3.08M 1.67%
17,989
+1,140
23
$2.65M 1.44%
90,782
24
$2.56M 1.39%
12,923
25
$2M 1.08%
36,925
+1
1
2