HCM

Hutner Capital Management Portfolio holdings

AUM $240M
1-Year Est. Return 18.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$220M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$589K
3
+$539K
4
AAPL icon
Apple
AAPL
+$519K
5
PGR icon
Progressive
PGR
+$512K

Top Sells

1
+$6.86M
2
+$1.29M
3
+$836K
4
JNJ icon
Johnson & Johnson
JNJ
+$779K
5
VRSK icon
Verisk Analytics
VRSK
+$612K

Sector Composition

1 Consumer Staples 31.65%
2 Financials 29.46%
3 Healthcare 9.53%
4 Consumer Discretionary 7.89%
5 Energy 5.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.6M 13.92%
42
-9
2
$20.1M 9.13%
41,301
+3,335
3
$14.1M 6.41%
14,227
-1,295
4
$13.4M 6.1%
73,616
-4,871
5
$10.8M 4.92%
153,003
+2,284
6
$10M 4.57%
34,351
-31
7
$8.48M 3.86%
53,226
-693
8
$7.79M 3.54%
41,964
-1,132
9
$7.38M 3.35%
44,995
-2,847
10
$7.26M 3.3%
54,957
+432
11
$6.88M 3.13%
38,790
-2,858
12
$6.69M 3.04%
147,628
+8,387
13
$6.59M 3%
20,659
-1,650
14
$6.51M 2.96%
42,631
-5,066
15
$6.5M 2.96%
110,894
+4,161
16
$5.86M 2.66%
59,899
-3,382
17
$5.64M 2.57%
41,474
+226
18
$4.23M 1.93%
136,489
+13,120
19
$4.12M 1.88%
20,094
+2,571
20
$3.49M 1.59%
11,200
-2,020
21
$2.84M 1.29%
9,816
+1,873
22
$2.75M 1.25%
11,948
-1,367
23
$2.74M 1.25%
22,622
+19
24
$2.6M 1.18%
45,140
+446
25
$2.58M 1.17%
28,607
-2,293
1
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