HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC
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CARMEL IN
Investment Advisor
Hutchens & Kramer Investment Management Group is based out of Carmel. Hutchens & Kramer Investment Management Group is a large advisory firm with 680 clients and discretionary assets under management (AUM) of $246,025,287 (Form ADV from 2023-03-15). Their last reported 13F filing for Q4 2023 included $141,866,228 in managed 13F securities
and a top 10 holdings concentration of 50.81%. Hutchens & Kramer Investment Management Group's largest holding is Lilly (Eli) & Co. with shares held of 43,914. Whalewisdom has at least 9 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
DCOR Dimensional US Core | 1.61% |
DFAC Dimensional U.S. Cor | 1.24% |
HYLB Xtrackers USD High Y | 0.63% |
DFIC Dimensional Internat | 0.5% |
AVUS Avantis U.S. Equity | 0.36% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BIL SPDR(R) Bloomberg 1- | 1.7% |
LLY Lilly (Eli) & Co. | 0.88% |
DFCF Dimensional Core Fix | 0.61% |
SHY iShares 1-3 Year Tre | 0.35% |
QQQM Invesco NASDAQ 100 E | 0.35% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
LLY Lilly (Eli) & Co. | 18.04% |
DFAC Dimensional U.S. Cor | 6.59% |
MSFT Microsoft Corp. | 5.93% |
DFCF Dimensional Core Fix | 4.07% |
DFIC Dimensional Internat | 3.53% |
2023-12-31
13F Activity
Market Value | $142m, Prior: $126m |
New Purchases | 30 stocks |
Added To | 23 stocks |
Sold out of | 15 stocks |
Reduced holdings in | 70 stocks |
Top 10 Holdings % | 50.81% |
Turnover %[1] | 34.88% |
Turnover Alt %[2] | 8.17% |
Time Held Top 20 | 4.65 quarters |
Time Held Top 10 | 5.1 quarters |
Time Held All | 5.03 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31