HEC

Hudson Executive Capital Portfolio holdings

AUM $134M
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
+$8.58M
2
+$7.97M

Top Sells

1
+$13.7M
2
+$4.53M

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 27.13%
950,600
2
$44.7M 18.23%
1,231,857
3
$33.5M 13.64%
1,476,411
4
$31M 12.63%
585,300
5
$29.2M 11.89%
535,834
-249,500
6
$23.6M 9.62%
498,500
-100,000
7
$8.65M 3.53%
+137,300
8
$8.2M 3.34%
+518,180
9
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0