HCM

Hutner Capital Management Portfolio holdings

AUM $236M
1-Year Est. Return 14.65%
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.26M
3
+$987K
4
V icon
Visa
V
+$927K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$865K

Top Sells

1
+$798K
2
+$632K
3
+$174K
4
QSR icon
Restaurant Brands International
QSR
+$159K
5
WMT icon
Walmart Inc
WMT
+$119K

Sector Composition

1 Financials 31.06%
2 Consumer Staples 30.38%
3 Healthcare 10.08%
4 Consumer Discretionary 7.95%
5 Energy 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$40.7M 17.38%
51
-1
2
$20.2M 8.63%
37,966
+3,376
3
$14.7M 6.27%
15,522
-668
4
$12.5M 5.32%
78,487
+1,697
5
$10.8M 4.61%
150,719
+2,950
6
$10.7M 4.58%
34,382
+1,752
7
$9.19M 3.92%
53,919
+709
8
$9.03M 3.85%
43,096
+693
9
$8.18M 3.49%
54,525
+742
10
$7.91M 3.38%
47,697
+1,411
11
$7.54M 3.22%
47,842
+7,994
12
$6.51M 2.78%
41,648
+5,536
13
$6.41M 2.73%
106,733
+3,881
14
$6.17M 2.63%
139,241
+15,999
15
$6M 2.56%
22,309
-43
16
$5.56M 2.37%
63,281
-1,352
17
$5.47M 2.34%
41,248
-606
18
$4.21M 1.8%
123,369
+20,715
19
$3.93M 1.68%
13,220
-18
20
$3.89M 1.66%
17,523
+27
21
$3.15M 1.34%
13,315
+133
22
$2.95M 1.26%
30,900
+3,255
23
$2.69M 1.15%
22,603
-511
24
$2.59M 1.11%
44,694
+1,271
25
$2.52M 1.08%
12,500
-192
1
2