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
$208M
AUM Growth
+$9.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$36M
2
+$9.08M
3
+$2.75M
4
FCB
FCB Financial Holdings, Inc.
FCB
+$2.18M

Top Sells

1
+$10.8M
2
+$8.52M

Sector Composition

1 Healthcare 61.52%
2 Financials 21.18%
3 Industrials 17.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$51.9M 24.9%
971,000
2
$41.9M 20.13%
851,557
-219,300
3
$36.6M 17.56%
2,005,610
+150,610
4
$36M 17.3%
+1,945,655
5
$28.2M 13.56%
10,973
+3,527
6
$11.4M 5.5%
11,336,154
7
$2.18M 1.05%
+43,000
8
– –
-98,700