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
$201M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$587K
2
+$247K
3
+$74.4K
4
ORLY icon
O'Reilly Automotive
ORLY
+$29.9K
5
PEP icon
PepsiCo
PEP
+$26.5K

Top Sells

1
+$435K
2
+$189K
3
+$97.2K
4
HSY icon
Hershey
HSY
+$49.5K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$36.4K

Sector Composition

1 Consumer Staples 31.81%
2 Financials 29.17%
3 Healthcare 9.95%
4 Consumer Discretionary 8.46%
5 Industrials 5.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.9M 17.89%
52
2
$14.6M 7.27%
31,741
-79
3
$14.4M 7.19%
16,292
-39
4
$9.2M 4.58%
128,014
-1,352
5
$9.19M 4.58%
30,189
-11
6
$8.47M 4.22%
69,778
-264
7
$8.32M 4.14%
48,058
-1,091
8
$7.98M 3.97%
46,918
+156
9
$7.6M 3.78%
38,502
-63
10
$7.06M 3.52%
43,586
-49
11
$6.15M 3.06%
22,677
-100
12
$5.3M 2.64%
65,602
-385
13
$5.07M 2.52%
99,348
-330
14
$4.78M 2.38%
41,950
-51
15
$4.66M 2.32%
27,860
+1,480
16
$4.47M 2.22%
110,009
-396
17
$4.33M 2.16%
34,880
+208
18
$4.14M 2.06%
17,773
-36
19
$3.59M 1.79%
13,400
20
$3.26M 1.62%
13,210
-41
21
$3.23M 1.61%
23,158
-135
22
$2.92M 1.46%
12,702
-20
23
$2.69M 1.34%
19,173
-3,098
24
$2.62M 1.31%
90,109
-445
25
$2.28M 1.14%
36,012
-154
1
2