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
$839M
AUM Growth
-$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$15.2M
2
+$3.91M

Sector Composition

1 Financials 81.52%
2 Technology 8.32%
3 Healthcare 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$684M 81.52%
67,389,676
2
$69.8M 8.32%
12,245,860
3
$54.5M 6.5%
15,752,093
4
$14.2M 1.69%
1,736,017
-478,491
5
$6.81M 0.81%
11,340,600
6
– –
-378,589