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
$945M
AUM Growth
-$42.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$5.04M
2 +$3.64M

Top Sells

1 +$125M
2 +$23.6M

Sector Composition

1 Financials 55.88%
2 Industrials 30.59%
3 Healthcare 9.08%
4 Real Estate 3.16%
5 Technology 1.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$528M 49.02%
64,861,476
2
$289M 26.83%
8,126,933
3
$49M 4.55%
971,000
4
$29.8M 2.77%
890,800
5
$24.8M 2.3%
14,235,545
+2,899,391
6
$12.2M 1.14%
2,948,840
+878,240
7
$12M 1.11%
447,978
-881,511
8
0
9
0
10
-2,469,668