HEC

Hudson Executive Capital Portfolio holdings

AUM $125M
1-Year Est. Return 16.49%
This Quarter Est. Return
1 Year Est. Return
+16.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$217M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$56M
2
+$44.7M
3
+$37.6M
4
WWAV
The WhiteWave Foods Company
WWAV
+$27.9M
5
HTWR
HEARTWARE INTERNATIONAL INC COM STK (DE)
HTWR
+$26.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 43.11%
2 Healthcare 20.62%
3 Consumer Staples 12.84%
4 Technology 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$56M 17.64%
+1,338,000
2
$44.7M 14.1%
+1,476,411
3
$37.6M 11.84%
+945,857
4
$27.9M 8.78%
+715,834
5
$26.2M 8.27%
+520,258
6
$24.6M 7.75%
+561,897
7
– –
0