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
$1.25B
AUM Growth
-$82.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$892K
2 +$498K

Top Sells

1 +$9.31M

Sector Composition

1 Financials 69.37%
2 Healthcare 17.98%
3 Technology 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$858M 68.62%
67,389,676
2
$154M 12.34%
4,795,310
3
$81.9M 6.55%
12,102,400
4
$61.7M 4.94%
15,752,093
+227,470
5
$26.9M 2.15%
2,447,558
+45,305
6
$24M 1.92%
588,886
7
$19.7M 1.58%
11,340,600
8
$9.31M 0.74%
750,501
-750,501
9
$5.7M 0.46%
1,000,000