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
$257M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$14.7M
3
+$4.88M

Top Sells

1
+$18.3M
2
+$6.2M
3
+$3.45M

Sector Composition

1 Healthcare 52.84%
2 Financials 20.36%
3 Technology 17.42%
4 Consumer Discretionary 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.8M 21.62%
950,600
2
$52.4M 14.37%
1,220,857
3
$44.8M 12.3%
585,300
4
$35.5M 9.74%
1,855,000
+769,400
5
$24.1M 6.62%
1,039,000
+210,000
6
$14.8M 4.07%
+11,336,154
7
$6.82M 1.87%
98,700
8
– –
-91,000
9
– –
0
10
– –
-1,234,811
11
– –
-64,000