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HUTCHENS & KRAMER INVESTMENT MANAGEMENT GROUP, LLC

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CARMEL IN Investment Advisor
13F Summary
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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance