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
$1.38B
AUM Growth
+$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$53M
2 +$17.8M

Top Sells

1 +$24.4M

Sector Composition

1 Financials 56.44%
2 Industrials 22.08%
3 Healthcare 9.52%
4 Technology 8.36%
5 Real Estate 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$727M 52.6%
66,488,476
+1,627,000
2
$305M 22.08%
8,644,880
3
$115M 8.36%
11,020,765
4
$93.9M 6.8%
4,795,310
5
$53M 3.83%
+750,501
6
$49.8M 3.6%
13,024,684
7
$37.7M 2.73%
378,589
8
-890,800