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
51
$692K 0.66%
2,245
-28
52
$689K 0.66%
7,670
+1,630
53
$678K 0.65%
6,625
-90
54
$676K 0.65%
1,800
+1,242
55
$650K 0.62%
11,725
-300
56
$604K 0.58%
3,028
-120
57
$591K 0.57%
5,350
-400
58
$548K 0.53%
11,616
-325
59
$542K 0.52%
26,110
-200
60
$542K 0.52%
+2,184
61
$538K 0.52%
37,839
-1,433
62
$528K 0.51%
12,080
+1,820
63
$526K 0.51%
5,695
-120
64
$522K 0.5%
2,780
-51
65
$516K 0.5%
4,155
66
$515K 0.49%
8,167
67
$515K 0.49%
2,709
-70
68
$504K 0.48%
1,532
69
$473K 0.45%
3,575
70
$446K 0.43%
5,101
-160
71
$445K 0.43%
52,981
-1,150
72
$440K 0.42%
3,750
-1,920
73
$439K 0.42%
5,295
-145
74
$439K 0.42%
+4,110
75
$435K 0.42%
4,002
+36
1 2
3
4 5