HEC

Hudson Executive Capital Portfolio holdings

AUM $135M
1-Year Est. Return 30.05%
This Quarter Est. Return
1 Year Est. Return
+30.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$8.65M
2 +$8.2M

Top Sells

1 +$13.6M
2 +$4.73M

Sector Composition

1 Healthcare 44.11%
2 Financials 27.85%
3 Technology 12.63%
4 Consumer Staples 11.89%
5 Consumer Discretionary 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$66.5M 11.81%
950,600
2
$44.7M 7.93%
1,231,857
3
$33.5M 5.94%
1,476,411
4
$31M 5.49%
585,300
5
$29.2M 5.17%
535,834
-249,500
6
$23.6M 4.19%
498,500
-100,000
7
$8.65M 1.54%
+137,300
8
$8.2M 1.45%
+518,180
9
0