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
$1.04B
AUM Growth
+$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$21.6M

Top Sells

1
+$2.49M
2
+$79.9K

Sector Composition

1 Financials 46.88%
2 Industrials 23.72%
3 Healthcare 15.48%
4 Technology 7.17%
5 Materials 3.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$486M 36.75%
64,861,476
2
$246M 18.59%
8,126,933
3
$74.3M 5.62%
10,140,172
+2,944,452
4
$60.9M 4.61%
14,235,545
5
$45.8M 3.47%
810,365
-1,412
6
$39M 2.95%
+2,346,560
7
$36.7M 2.78%
360,275
8
$33.3M 2.52%
890,800
9
$12.4M 0.94%
378,589
10
$2.19M 0.17%
87,678
-100,000
11
– –
0
12
– –
0