HCM

Hudson Capital Management Portfolio holdings

AUM $353M
1-Year Est. Return 15.41%
This Quarter Est. Return
1 Year Est. Return
+15.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$201M
AUM Growth
-$9.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$10.6M
3
+$2.88M
4
BMY icon
Bristol-Myers Squibb
BMY
+$2.5M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$1.37M

Top Sells

1
+$14.3M
2
+$7.81M
3
+$2.63M
4
GD icon
General Dynamics
GD
+$2.48M
5
PNC icon
PNC Financial Services
PNC
+$2.2M

Sector Composition

1 Technology 10.15%
2 Healthcare 6.36%
3 Financials 4.24%
4 Consumer Discretionary 3.34%
5 Industrials 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.6M 10.28%
230,101
-6,550
2
$15.3M 7.63%
290,950
-7,500
3
$10.8M 5.36%
+528,003
4
$10.6M 5.29%
+532,709
5
$10.3M 5.14%
163,891
+1,208
6
$9.39M 4.68%
183,279
+6,026
7
$9.06M 4.51%
103,969
+696
8
$5.67M 2.82%
62,945
-2,033
9
$5.41M 2.7%
190,803
+1,444
10
$5.31M 2.64%
23,472
-100
11
$4.29M 2.13%
3,559
+5
12
$4.24M 2.11%
128,479
+2,014
13
$4.18M 2.08%
3,566
+9
14
$3.65M 1.82%
28,395
+81
15
$3.63M 1.81%
26,298
+471
16
$3.29M 1.64%
120,185
+2,268
17
$2.91M 1.45%
4,224
+226
18
$2.88M 1.44%
+10,393
19
$2.85M 1.42%
49,177
-841
20
$2.68M 1.34%
62,073
+1,821
21
$2.65M 1.32%
25,362
+2,814
22
$2.6M 1.29%
86,040
+7,679
23
$2.5M 1.24%
+35,148
24
$2.49M 1.24%
44,679
+1,311
25
$2.48M 1.23%
23,208
+1,483
1
2 3