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
$988M
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$43M
3 +$8.05M

Top Sells

1 +$32M

Sector Composition

1 Financials 53.52%
2 Industrials 21.39%
3 Consumer Staples 12.68%
4 Healthcare 9.04%
5 Real Estate 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$529M 53.39%
64,861,476
+5,270,000
2
$211M 21.34%
8,126,933
3
$125M 12.65%
+2,469,668
4
$40.7M 4.11%
1,329,489
-1,044,630
5
$39.1M 3.95%
971,000
6
$25.2M 2.55%
890,800
7
$9.52M 0.96%
11,336,154
8
$8.05M 0.81%
+2,070,600
9
0