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HCM
Hudson Capital Management Portfolio holdings
AUM
$414M
1-Year Est. Return
20.94%
This Fund
S&P 500
This Quarter
Est. Return
+3.33%
1 Year Est. Return
+20.94%
3 Year Est. Return
+61.59%
5 Year Est. Return
+57.27%
10 Year Est. Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
98.11%
Top 10 Holdings %
Top 10 Hldgs %
42.99%
Holding
85
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$14.8M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$7.04M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$6.88M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$6.16M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$5.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.45% |
| 2 | Financials | 7.35% |
| 3 | Healthcare | 5.57% |
| 4 | Industrials | 4.73% |
| 5 | Consumer Discretionary | 2.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
iShares Russell 1000 Growth ETF
IWF
$118B
| $1.43M | 1.05% |
+42,532
| New | +$1.39M |
|
27
General Motors
GM
$82.2B
| $1.4M | 1.02% |
+34,043
| New | +$1.48M |
|
28
PACCAR
PCAR
$71.7B
| $1.39M | 1.02% |
+29,345
| New | +$1.39M |
|
29
Pultegroup
PHM
$25.3B
| $1.34M | 0.99% |
+40,399
| New | +$1.25M |
|
30
General Dynamics
GD
$106B
| $1.3M | 0.95% |
+6,387
| New | +$1.3M |
|
|
CA
31
DELISTED
CA, Inc.
CA
| $1.29M | 0.95% |
+38,713
| New | +$1.28M |
|
32
HP
HPQ
$26B
| $1.26M | 0.93% |
+60,159
| New | +$1.28M |
|
33
Wells Fargo
WFC
$260B
| $1.22M | 0.89% |
+20,060
| New | +$1.13M |
|
34
United Parcel Service
UPS
$89.4B
| $1.17M | 0.86% |
+9,800
| New | +$1.15M |
|
35
Pilgrim's Pride
PPC
$7.09B
| $1.15M | 0.84% |
+36,875
| New | +$1.2M |
|
36
JPMorgan Chase
JPM
$931B
| $1.14M | 0.84% |
+10,690
| New | +$1.08M |
|
37
Amgen
AMGN
$212B
| $1.12M | 0.82% |
+6,448
| New | +$1.14M |
|
38
Lazard
LAZ
$4.05B
| – | – |
0
| – | – |
|
39
iShares Core MSCI Emerging Markets ETF
IEMG
$144B
| $1.05M | 0.77% |
+18,407
| New | +$1.03M |
|
|
SSFN
40
DELISTED
Stewardship Financial Corp
SSFN
| $1.04M | 0.76% |
+101,327
| New | +$988K |
|
41
Qualcomm
QCOM
$168B
| $1.04M | 0.76% |
+16,200
| New | +$982K |
|
42
Lear
LEA
$7.43B
| $1.02M | 0.75% |
+5,775
| New | +$1.01M |
|
43
Gilead Sciences
GILD
$165B
| $1.02M | 0.75% |
+14,207
| New | +$1.08M |
|
|
DCM
44
DELISTED
NTT DOCOMO, Inc.
DCM
| $1.01M | 0.74% |
+42,382
| New | +$1.03M |
|
45
Xerox
XRX
$360M
| $953K | 0.7% |
+32,688
| New | +$993K |
|
46
Valero Energy
VLO
$90B
| $928K | 0.68% |
+10,102
| New | +$833K |
|
47
Microsoft
MSFT
$2.93T
| $920K | 0.68% |
+10,759
| New | +$883K |
|
48
ExxonMobil
XOM
$655B
| $866K | 0.64% |
+10,350
| New | +$856K |
|
|
ESRX
49
DELISTED
Express Scripts Holding Company
ESRX
| $839K | 0.62% |
+11,240
| New | +$719K |
|
50
Gen Digital
GEN
$16.7B
| $831K | 0.61% |
+29,631
| New | +$886K |
|
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Hudson Capital Management's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Hudson Capital Management, which disclosed 85 positions worth $136M. Its ten largest holdings account for 43% of the portfolio.
Its largest position is iShares Core MSCI EAFE ETF: 226,623 shares worth $15M.
By sector, the portfolio is most concentrated in Technology at 8.5% of assets, followed by Financials and Healthcare.
- Hudson Capital Management's largest Q4 2017 buy was iShares Core MSCI EAFE ETF: 226,623 shares worth $15M.
- Hudson Capital Management's ten largest holdings make up 43% of its $136M portfolio in Q4 2017.
- Hudson Capital Management disclosed 85 positions in Q4 2017, its first 13F filing on record.
Based on Hudson Capital Management's 13F filing for Q4 2017, filed 23 Jan 2018.