HCM
Hudson Capital Management Portfolio holdings
AUM
$353M
This Quarter Return
+3.33%
1 Year Return
+15.41%
3 Year Return
+47.41%
5 Year Return
+68.02%
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$135M
Cap. Flow
% of AUM
99.23%
Top 10 Holdings %
Top 10 Hldgs %
42.99%
Holding
85
New
84
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 9.15% |
| 2 | Financials | 7.35% |
| 3 | Healthcare | 5.57% |
| 4 | Industrials | 4.03% |
| 5 | Consumer Discretionary | 2.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Public Service Enterprise Group
PEG
$41.1B
| $305K | 0.22% |
+5,926
| New | +$305K |
|
77
Regeneron Pharmaceuticals
REGN
$61.5B
| $287K | 0.21% |
+763
| New | +$287K |
|
|
BTO
78
John Hancock Financial Opportunities Fund
BTO
$746M
| $276K | 0.2% |
+7,014
| New | +$276K |
|
79
PepsiCo
PEP
$204B
| $262K | 0.19% |
+2,187
| New | +$262K |
|
80
Parker-Hannifin
PH
$96.2B
| $248K | 0.18% |
+1,243
| New | +$248K |
|
81
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.8B
| $244K | 0.18% |
+2,797
| New | +$244K |
|
82
Western Union
WU
$2.8B
| $215K | 0.16% |
+11,292
| New | +$215K |
|
83
Alerian MLP ETF
AMLP
$10.7B
| $181K | 0.13% |
+16,754
| New | +$181K |
|
84
Alaunos Therapeutics
TCRT
$4.21M
| $47K | 0.03% |
+11,255
| New | +$47K |
|
85
CorMedix
CRMD
$1.11B
| $14K | 0.01% |
+26,900
| New | +$14K |
|