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
$449M
AUM Growth
+$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$47.2M
2 +$40.1M
3 +$24.4M

Top Sells

1 +$31.1M
2 +$7.06M
3 +$6.08M

Sector Composition

1 Industrials 43.32%
2 Healthcare 32.74%
3 Consumer Staples 10.52%
4 Financials 7.99%
5 Real Estate 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$195M 43.32%
8,046,835
+1,659,005
2
$73.5M 16.36%
971,000
3
$64.2M 14.3%
2,374,119
4
$47.2M 10.52%
+899,400
5
$35.9M 7.99%
711,557
-140,000
6
$24.4M 5.43%
+890,800
7
$9.36M 2.08%
11,336,154
8
-10,973
9
-119,000