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
$698M
AUM Growth
-$90M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M

Top Sells

1 +$7M

Sector Composition

1 Financials 72.33%
2 Healthcare 11.59%
3 Technology 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$505M 72.33%
67,389,676
2
$57.3M 8.21%
15,752,093
3
$43.4M 6.22%
3,697,558
+1,250,000
4
$42.6M 6.1%
12,245,860
5
$25.8M 3.7%
588,886
6
$11.7M 1.67%
11,340,600
7
$2.21M 0.32%
1,000,000
8
-750,501