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
$790M
AUM Growth
-$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$37.6M
2 +$32.6M

Top Sells

1 +$39.8M
2 +$6.97M

Sector Composition

1 Financials 54.07%
2 Industrials 21.52%
3 Healthcare 8.4%
4 Technology 6.05%
5 Materials 3.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$427M 54.07%
64,861,476
2
$170M 21.52%
8,126,933
3
$55.1M 6.97%
8,755,310
+5,973,655
4
$47.8M 6.05%
10,385,172
5
$32.6M 4.12%
+13,024,684
6
$29.9M 3.79%
292,237
-68,038
7
$16.1M 2.04%
890,800
8
$11.3M 1.43%
378,589
9
-661,897