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
$339M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$6.65M
3
+$4.15M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 43.23%
2 Industrials 42.04%
3 Financials 14.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$143M 42.04%
6,387,830
+4,442,175
2
$51.2M 15.09%
971,000
3
$48.7M 14.37%
2,374,119
+368,509
4
$43.9M 12.94%
851,557
5
$31.1M 9.19%
10,973
6
$15.5M 4.58%
11,336,154
7
$6.08M 1.79%
119,000
+76,000