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
$1.13B
AUM Growth
+$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$680M
2 +$2.53M

Top Sells

1 +$47.2M
2 +$35.9M

Sector Composition

1 Financials 60.26%
2 Industrials 22.79%
3 Healthcare 14.76%
4 Real Estate 2.19%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$680M 54.91%
+59,591,476
2
$257M 20.77%
8,126,933
+80,098
3
$83.2M 6.72%
2,374,119
4
$67.3M 5.44%
971,000
5
$24.8M 2%
890,800
6
$16.1M 1.3%
11,336,154
7
-711,557
8
0
9
-899,400