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HPM
Hudson Portfolio Management Portfolio holdings
AUM
$119M
1-Year Est. Return
24.19%
This Fund
S&P 500
This Quarter
Est. Return
+6.87%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
–
Cap. Flow
+$98.8M
Cap. Flow
% of AUM
97.03%
Top 10 Holdings %
Top 10 Hldgs %
28.26%
Holding
110
New
110
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class C
GOOG
|
+$4.89M |
| 2 |
McKesson
MCK
|
+$3.46M |
| 3 |
TSMC
TSM
|
+$3.14M |
| 4 |
Infosys
INFY
|
+$3.09M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
+$3.03M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 15.63% |
| 2 | Technology | 14.37% |
| 3 | Financials | 13.45% |
| 4 | Communication Services | 11.72% |
| 5 | Consumer Discretionary | 8.64% |
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Hudson Portfolio Management's Q3 2024 Portfolio in Review
Q3 2024 is the first quarter with a 13F filing on record for Hudson Portfolio Management, which disclosed 110 positions worth $102M. Its ten largest holdings account for 28% of the portfolio.
Its largest position is Alphabet (Google) Class C: 28,873 shares worth $4.83M.
By sector, the portfolio is most concentrated in Healthcare at 16% of assets, followed by Technology and Financials.
- Hudson Portfolio Management's largest Q3 2024 buy was Alphabet (Google) Class C: 28,873 shares worth $4.83M.
- Hudson Portfolio Management's ten largest holdings make up 28% of its $102M portfolio in Q3 2024.
- Hudson Portfolio Management disclosed 110 positions in Q3 2024, its first 13F filing on record.
Based on Hudson Portfolio Management's 13F filing for Q3 2024, filed 13 Nov 2024.