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
$1.02B
AUM Growth
+$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$12.4M
2 +$4.46M

Top Sells

1 +$44.9M
2 +$29.9M

Sector Composition

1 Financials 60.18%
2 Industrials 20.23%
3 Technology 7.54%
4 Healthcare 7.14%
5 Real Estate 2.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$617M 60.18%
64,861,476
2
$207M 20.23%
8,644,880
+517,947
3
$77.3M 7.54%
11,020,765
+635,593
4
$54.3M 5.3%
4,795,310
-3,960,000
5
$29.2M 2.85%
13,024,684
6
$21.2M 2.07%
890,800
7
$18.9M 1.84%
378,589
8
-292,237