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
$944M
AUM Growth
-$930K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$35.5M
2 +$31.6M
3 +$10.4M

Top Sells

1 +$8.87M
2 +$7.77M

Sector Composition

1 Financials 52.96%
2 Industrials 23.51%
3 Healthcare 10.98%
4 Technology 5.66%
5 Materials 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$500M 48.17%
64,861,476
2
$222M 21.39%
8,126,933
3
$53.5M 5.15%
7,195,720
+4,246,880
4
$45.2M 4.35%
811,777
-159,223
5
$42.4M 4.09%
14,235,545
6
$35.5M 3.42%
+360,275
7
$29.6M 2.85%
890,800
8
$10.4M 1.01%
+378,589
9
$5.6M 0.54%
187,678
-260,300
10
0
11
0