HEC

Hudson Executive Capital Portfolio holdings

AUM $125M
1-Year Est. Return 16.49%
This Quarter Est. Return
1 Year Est. Return
+16.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$939M
AUM Growth
+$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$14.2M
2
+$8.45M
3
+$2.21M

Sector Composition

1 Financials 81.32%
2 Technology 5.67%
3 Healthcare 4.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$764M 81.32%
67,389,676
2
$70.6M 7.51%
15,752,093
3
$53.3M 5.67%
12,245,860
4
$21.2M 2.26%
2,214,508
-1,483,050
5
$15.2M 1.62%
378,589
-210,297
6
$5.98M 0.64%
11,340,600
7
– –
-1,000,000