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
$218M
AUM Growth
-$39.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$15.2M
2
+$1.94M

Top Sells

1
+$44.8M
2
+$24.1M
3
+$7.31M

Sector Composition

1 Healthcare 76.03%
2 Financials 23.97%
3 Consumer Discretionary 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$75M 34.47%
950,600
2
$52.2M 23.97%
1,070,857
-150,000
3
$45M 20.67%
1,855,000
4
$21.1M 9.69%
11,336,154
5
$15.2M 7%
+6,442
6
$7.2M 3.31%
98,700
7
$1.94M 0.89%
+123,300
8
– –
0
9
– –
-585,300
10
– –
-1,039,000