CIK: 0001054880
申报总市值
US$1.1亿
申报季度: 2017-12-31 · 持股只数: 86
Hutchens Investment Management Inc在最新一期 13F 报告中披露了 86 项持股，申报期为 2017-12-31，总持股市值约为 US$1.1亿，季度换手率为 0.0%。
Hutchens Investment Management Inc 目前披露的持仓，Herfindahl 集中度指数为 0.019——换算下来相当于约 54 个等权重仓位，与其实际披露的 86 只持仓相当接近。资金分布相对平均，并未集中于少数标的。
整体仓位大小相当一致（变异系数为 0.77），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 SCHW
-86.9% -US$243.4万
新建仓 IBM
新建仓 SPGI
清仓 INTU
清仓 ADBE
清仓 PM
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LMT | Lockheed Martin CORP | 股票-工业 | 3.06% | — | -2.30% | |
| 2 | BA | Boeing Co/the | 股票-工业 | 3.02% | +0.46% | -2.28% | |
| 3 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.89% | — | -5.06% | |
| 4 | CSCO | Cisco Systems INC | 股票-科技 | 2.79% | +0.29% | -5.82% | |
| 5 | MA | Mastercard INC - A | 股票-金融 | 2.69% | — | -9.38% | |
| 6 | AAPL | Apple INC | 股票-科技 | 2.68% | +0.40% | +2.93% | |
| 7 | DD | DuPont de Nemours, Inc. | 股票-其他 | 2.57% | — | -3.39% | |
| 8 | INTC | Intel CORP | 股票-科技 | 2.57% | +0.52% | -0.69% | |
| 9 | MMM | 3m Co | 股票-工业 | 2.53% | +0.45% | +3.77% | |
| 10 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.38% | +0.41% | -4.65% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.38% | — | -3.74% | |
| 12 | DHR | Danaher CORP | 股票-医疗保健 | 2.32% | +0.35% | +4.33% | |
| 13 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 2.23% | -0.15% | -6.51% | |
| 14 | SYK | Stryker CORP | 股票-医疗保健 | 2.20% | -0.44% | -26.50% | |
| 15 | MSFT | Microsoft CORP | 股票-科技 | 2.15% | +0.40% | +3.04% | |
| 16 | META | Meta Platforms Inc-class A | 股票-通信服务 | 2.14% | — | -4.19% | |
| 17 | IBM | Intl Business Machines CORP | 股票-科技 | 2.12% | +2.12% | NEW | |
| 18 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 2.02% | -0.26% | -15.57% | |
| 19 | AMGN | Amgen INC | 股票-医疗保健 | 2.01% | -0.15% | -4.08% | |
| 20 | FTV | Fortive CORP | 股票-科技 | 1.98% | — | +4.78% | |
| 21 | SBUX | Starbucks CORP | 股票-周期性消费 | 1.97% | +0.26% | +4.01% | |
| 22 | SPGI | S&p Global INC | 股票-金融 | 1.96% | +1.96% | NEW | |
| 23 | AVGO | Broadcom Inc. | 股票-科技 | 1.89% | — | -1.61% | |
| 24 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 1.87% | — | -5.33% | |
| 25 | HSY | Hershey Co/the | 股票-非周期性消费 | 1.85% | — | +4.30% | |
| 26 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.84% | +0.30% | +5.56% | |
| 27 | ORCL | Oracle CORP | 股票-科技 | 1.72% | — | +4.90% | |
| 28 | AMAT | Applied Materials INC | 股票-科技 | 1.70% | -0.24% | -14.05% | |
| 29 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.70% | +0.36% | +8.23% | |
| 30 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 1.68% | -0.12% | -5.27% | |
| 31 | ICE | Intercontinental Exchange In | 股票-金融 | 1.64% | -0.53% | -29.23% | |
| 32 | STZ | Constellation Brands Inc-a | 股票-非周期性消费 | 1.64% | +0.33% | +5.23% | |
| 33 | IFF | Intl Flavors & Fragrances | 股票-原材料 | 1.50% | — | +0.01% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-其他 | 1.49% | — | +13.74% | |
| 35 | CELG | Celgene CORP | 股票-其他 | 1.44% | -1.08% | -23.18% | |
| 36 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.40% | +0.25% | +6.87% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 1.39% | — | +7.17% | |
| 38 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.37% | — | -15.34% | |
| 39 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.29% | -0.93% | +59.86% | |
| 40 | SLB | Slb LTD | 股票-能源 | 1.25% | -0.47% | -27.85% | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投资级公司债 | 1.23% | +0.22% | +16.26% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.04% | — | — | |
| 43 | ZTS | Zoetis INC | 股票-医疗保健 | 0.94% | +0.25% | +14.98% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投资级公司债 | 0.84% | — | — | |
| 45 | XOM | Exxon Mobil CORP | 股票-能源 | 0.71% | -0.76% | -54.82% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 0.63% | — | +17.51% | |
| 47 | IYR | Ishares US Real Estate ETF | ETF-其他 | 0.61% | — | +23.08% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.56% | — | — | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.55% | — | — | |
| 50 | T | At&t INC | 股票-通信服务 | 0.54% | — | -0.51% |
可定价持仓数据尚不足以计算表现
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2017-12-31 | 86 | US$1.1亿 | 0 | |
| 2017-09-30 | 82 | US$1.1亿 | 32 | |
| 2017-06-30 | 64 | US$1.2亿 | 17 | |
| 2017-03-31 | 64 | US$1.1亿 | 29 | |
| 2016-12-31 | 52 | US$9599.9万 | 50 | |
| 2016-09-30 | 61 | US$1.1亿 | 31 | |
| 2016-06-30 | 62 | US$1.0亿 | 35 | |
| 2016-03-31 | 62 | US$9972.3万 | 57 | |
| 2015-12-31 | 57 | US$1.0亿 | 80 | |
| 2015-09-30 | 57 | US$9495.0万 | 44 | |
| 2015-06-30 | 64 | US$1.1亿 | 49 | |
| 2015-03-31 | 65 | US$1.1亿 | 73 | |
| 2014-12-31 | 207 | US$1.1亿 | 0 |
Hutchens Investment Management Inc 在 2017-12-31 最显著的持仓异动： 新建仓: Intl Business Machines CORP (IBM); 清仓: Intuit INC (INTU); 清仓: Adobe INC (ADBE); 新建仓: S&p Global INC (SPGI); 清仓: Philip Morris International (PM).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | IBM | Intl Business Machines CORP | +2.1% | NEW | 新建仓 |
| 2 | SPGI | S&p Global INC | +2% | NEW | 新建仓 |
| 3 | INTC | Intel CORP | +0.5% | -0.69% | 减仓 |
| 4 | BA | Boeing Co/the | +0.5% | -2.28% | 减仓 |
| 5 | MMM | 3m Co | +0.5% | +3.77% | 加仓 |
| 6 | AMZN | Amazon.com INC | +0.4% | -4.65% | 减仓 |
| 7 | MSFT | Microsoft CORP | +0.4% | +3.04% | 加仓 |
| 8 | AAPL | Apple INC | +0.4% | +2.93% | 加仓 |
| 9 | UNH | Unitedhealth Group INC | +0.4% | +8.23% | 加仓 |
| 10 | DHR | Danaher CORP | +0.4% | +4.33% | 加仓 |
| 11 | NVR | Nvr INC | +0.3% | NEW | 新建仓 |
| 12 | STZ | Constellation Brands Inc-a | +0.3% | +5.23% | 加仓 |
| 13 | DIS | Walt Disney Co/the | +0.3% | +5.56% | 加仓 |
| 14 | CTAS | Cintas CORP | +0.3% | NEW | 新建仓 |
| 15 | CHE | Chemed CORP | +0.3% | NEW | 新建仓 |
| 16 | CSCO | Cisco Systems INC | +0.3% | -5.82% | 减仓 |
| 17 | AJG | Arthur J Gallagher & Co | +0.3% | NEW | 新建仓 |
| 18 | AVY | Avery Dennison CORP | +0.3% | NEW | 新建仓 |
| 19 | XYL | Xylem INC | +0.3% | NEW | 新建仓 |
| 20 | MAS | Masco CORP | +0.3% | NEW | 新建仓 |
| 21 | SBUX | Starbucks CORP | +0.3% | +4.01% | 加仓 |
| 22 | ZTS | Zoetis INC | +0.3% | +14.98% | 加仓 |
| 23 | GOOG | Alphabet Inc-cl C | +0.3% | +6.87% | 加仓 |
| 24 | OPLN | Openlane INC | +0.2% | NEW | 新建仓 |
| 25 | LMEUR | Legg Mason INC | +0.2% | NEW | 新建仓 |
| 26 | ROL | Rollins INC | +0.2% | NEW | 新建仓 |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.2% | +16.26% | 加仓 |
| 28 | BR | Broadridge Financial Solutio | +0.2% | NEW | 新建仓 |
| 29 | BKNG | Booking Hldgs INC | -0.1% | -5.27% | 减仓 |
| 30 | BXUSD | Blackstone Group Lp/the | -0.2% | -6.51% | 减仓 |
| 31 | AMGN | Amgen INC | -0.2% | -4.08% | 减仓 |
| 32 | GWPH | Gw Pharmaceuticals LTD | -0.2% | EXIT | 清仓 |
| 33 | AMAT | Applied Materials INC | -0.2% | -14.05% | 减仓 |
| 34 | DNKN | Dunkin' Brands Group INC | -0.2% | EXIT | 清仓 |
| 35 | FRCB | First Republic Bank/ca | -0.2% | EXIT | 清仓 |
| 36 | TMO | Thermo Fisher Scientific INC | -0.3% | -15.57% | 减仓 |
| 37 | SNAP | Snap INC - A | -0.3% | EXIT | 清仓 |
| 38 | IT | Gartner INC | -0.3% | EXIT | 清仓 |
| 39 | TWTRUSD | Twitter INC | -0.3% | EXIT | 清仓 |
| 40 | SYK | Stryker CORP | -0.4% | -26.50% | 减仓 |
| 41 | SLB | Slb LTD | -0.5% | -27.85% | 减仓 |
| 42 | ICE | Intercontinental Exchange In | -0.5% | -29.23% | 减仓 |
| 43 | XOM | Exxon Mobil CORP | -0.8% | -54.82% | 减仓 |
| 44 | ISRG | Intuitive Surgical INC | -0.9% | +59.86% | 加仓 |
| 45 | CELG | Celgene CORP | -1.1% | -23.18% | 减仓 |
| 46 | ADP | Automatic Data Processing | -1.1% | -87.11% | 减仓 |
| 47 | PM | Philip Morris International | -1.3% | EXIT | 清仓 |
| 48 | ADBE | Adobe INC | -1.9% | EXIT | 清仓 |
| 49 | INTU | Intuit INC | -1.9% | EXIT | 清仓 |
| 50 | SCHW | Schwab (charles) CORP | -2.2% | -86.85% | 减仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2017-12-31 | 2018-02-06 | 修正案 | 在 EDGAR 上查看 |
| 2017-12-31 | 2018-01-10 | 13F-HR | 在 EDGAR 上查看 |
| 2017-09-30 | 2017-10-12 | 13F-HR | 在 EDGAR 上查看 |
| 2017-06-30 | 2017-07-10 | 13F-HR | 在 EDGAR 上查看 |
| 2017-03-31 | 2017-05-17 | 13F-HR | 在 EDGAR 上查看 |
| 2016-12-31 | 2017-02-14 | 13F-HR | 在 EDGAR 上查看 |
| 2016-09-30 | 2016-10-21 | 13F-HR | 在 EDGAR 上查看 |
| 2016-06-30 | 2016-08-10 | 13F-HR | 在 EDGAR 上查看 |
| 2016-03-31 | 2016-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-02-12 | 修正案 | 在 EDGAR 上查看 |
| 2015-12-31 | 2016-01-27 | 13F-HR | 在 EDGAR 上查看 |
| 2015-09-30 | 2016-02-12 | 修正案 | 在 EDGAR 上查看 |
| 2015-09-30 | 2015-11-13 | 13F-HR | 在 EDGAR 上查看 |
| 2015-06-30 | 2016-02-12 | 修正案 | 在 EDGAR 上查看 |
| 2015-06-30 | 2015-08-13 | 13F-HR | 在 EDGAR 上查看 |
| 2015-03-31 | 2016-02-12 | 修正案 | 在 EDGAR 上查看 |
| 2015-03-31 | 2015-05-15 | 13F-HR | 在 EDGAR 上查看 |
| 2014-12-31 | 2016-02-12 | 修正案 | 在 EDGAR 上查看 |
| 2014-12-31 | 2015-02-20 | 13F-HR | 在 EDGAR 上查看 |
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