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
$979M
AUM Growth
-$46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 55.85%
2 Industrials 17.49%
3 Technology 9.85%
4 Healthcare 9.66%
5 Real Estate 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$547M 55.85%
64,861,476
2
$171M 17.49%
8,644,880
3
$96.4M 9.85%
11,020,765
4
$67.2M 6.87%
4,795,310
5
$45.6M 4.66%
13,024,684
6
$27.3M 2.79%
378,589
7
$24.4M 2.5%
890,800