HEC

Hudson Executive Capital Portfolio holdings

AUM $134M
1-Year Est. Return 16.1%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.1%
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
+$32M
2
+$26.3M
3
+$8.35M

Top Sells

1
+$8.3M
2
+$7.6M

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 52.96%
64,861,476
2
$222M 23.51%
8,126,933
3
$53.5M 5.66%
7,195,720
+4,246,880
4
$45.2M 4.79%
811,777
-159,223
5
$42.4M 4.49%
14,235,545
6
$35.5M 3.76%
+360,275
7
$29.6M 3.13%
890,800
8
$10.4M 1.11%
+378,589
9
$5.6M 0.59%
187,678
-260,300
10
– –
0
11
– –
0