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
$199M
AUM Growth
-$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$2.85M
2 +$1.22M

Top Sells

1 +$1.94M

Sector Composition

1 Healthcare 73.58%
2 Financials 26.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$57.9M 29.13%
971,000
+20,400
2
$52.5M 26.42%
1,070,857
3
$41.5M 20.87%
1,855,000
4
$21.1M 10.63%
7,446
+1,004
5
$17.2M 8.67%
11,336,154
6
$8.52M 4.28%
98,700
7
-123,300