HPM

Hudson Portfolio Management Portfolio holdings

AUM $113M
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$2.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$771K
2
+$767K
3
+$542K
4
MSFT icon
Microsoft
MSFT
+$466K
5
EEFT icon
Euronet Worldwide
EEFT
+$439K

Top Sells

1
+$481K
2
+$440K
3
+$349K
4
ALKS icon
Alkermes
ALKS
+$342K
5
VST icon
Vistra
VST
+$225K

Sector Composition

1 Healthcare 15.71%
2 Financials 13.41%
3 Technology 12.07%
4 Communication Services 11.12%
5 Consumer Discretionary 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 1.34%
10,018
-610
27
$1.35M 1.3%
49,840
-1,095
28
$1.33M 1.28%
40,215
-10,360
29
$1.28M 1.22%
19,142
-100
30
$1.27M 1.22%
20,020
-375
31
$1.22M 1.17%
3,918
-110
32
$1.17M 1.12%
22,290
-300
33
$1.14M 1.1%
40,824
+560
34
$1.1M 1.05%
6,613
-100
35
$1.02M 0.98%
5,697
+195
36
$1.02M 0.98%
7,371
-3,192
37
$987K 0.95%
8,356
-1,445
38
$984K 0.95%
12,043
+1,988
39
$977K 0.94%
6,955
40
$956K 0.92%
13,358
+2,758
41
$930K 0.89%
7,019
-135
42
$922K 0.89%
5,225
+485
43
$863K 0.83%
11,772
-278
44
$844K 0.81%
29,842
-1,187
45
$812K 0.78%
20,964
-160
46
$792K 0.76%
34,862
-5,801
47
$775K 0.74%
21,239
-450
48
$721K 0.69%
8,700
49
$716K 0.69%
367
50
$697K 0.67%
10,684
-100
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2
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