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
$276M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Sells

1 +$3.64M
2 +$3.44M
3 +$2.95M
4
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$1.54M
5
BAC.PRL icon
Bank of America Series L
BAC.PRL
+$1.31M

Sector Composition

1 Technology 13.08%
2 Healthcare 6.86%
3 Financials 5.14%
4 Consumer Discretionary 4.35%
5 Communication Services 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$23.9M 8.66%
258,394
+1,500
2
$20.3M 7.36%
204,560
+32,629
3
$16.8M 6.1%
239,342
+3,537
4
$14.7M 5.32%
185,213
+5,933
5
$11.8M 4.27%
214,012
-246
6
$11.3M 4.09%
550,999
-2,071
7
$8.18M 2.96%
391,619
-17,088
8
$6.77M 2.46%
62,581
+1,808
9
$5.93M 2.15%
144,975
+1,896
10
$5.51M 2%
28,611
-511
11
$5.49M 1.99%
23,563
12
$5.35M 1.94%
46,881
+204
13
$4.84M 1.76%
125,729
-8,222
14
$4.83M 1.75%
43,250
-7,510
15
$4.69M 1.7%
45,448
-6,795
16
$4.6M 1.67%
27,017
-306
17
$4.52M 1.64%
32,356
-70
18
$4.51M 1.63%
46,172
-1,806
19
$4.47M 1.62%
25,706
-1,264
20
$4.32M 1.57%
128,409
+907
21
$4.26M 1.55%
24,490
+320
22
$4.25M 1.54%
29,386
+309
23
$4.2M 1.52%
4,783
-32
24
$4.17M 1.51%
44,844
+1,473
25
$4.04M 1.47%
38,991
+390