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
$788M
AUM Growth
-$462M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1 +$803K

Top Sells

1 +$154M

Sector Composition

1 Financials 75.41%
2 Healthcare 9.08%
3 Technology 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$587M 74.52%
67,389,676
2
$68.6M 8.7%
12,245,860
+143,460
3
$41.7M 5.3%
15,752,093
4
$31.5M 3.99%
2,447,558
5
$20.9M 2.65%
588,886
6
$19.3M 2.45%
11,340,600
7
$7M 0.89%
750,501
8
$2.36M 0.3%
1,000,000
9
-4,795,310