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
$829M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$14.2M

Sector Composition

1 Financials 85.35%
2 Technology 11.76%
3 Healthcare 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$707M 85.35%
67,389,676
2
$97.5M 11.76%
12,245,860
3
$12.4M 1.5%
11,340,600
4
$5.55M 0.67%
15,752,093
5
– –
-1,736,017