HDE
Hutner Daniel Ellsworth Portfolio holdings
AUM
$117M
This Quarter Return
+4.17%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
+$117M
(+4.4%)
Cap. Flow
+$633K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
59.1%
Holding
42
New
–
Increased
17
Reduced
11
Closed
–
Top Buys
| 1 |
Abbott
ABT
|
$445K |
| 2 |
CVS Health
CVS
|
$105K |
| 3 |
McDonald's
MCD
|
$93.3K |
| 4 |
Philip Morris
PM
|
$89.3K |
| 5 |
IBM
IBM
|
$88.9K |
Top Sells
| 1 |
Costco
COST
|
$121K |
| 2 |
Walmart
WMT
|
$101K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$98.5K |
| 4 |
American Express
AXP
|
$91.1K |
| 5 |
Mondelez International
MDLZ
|
$75.6K |
Sector Composition
| 1 | Consumer Staples | 45.69% |
| 2 | Financials | 21.64% |
| 3 | Healthcare | 9.54% |
| 4 | Consumer Discretionary | 7.08% |
| 5 | Energy | 5.04% |
