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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
-1.15%
1 Year Est. Return
+24.19%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$102M
AUM Growth
+$168K
(+0.16%)
Cap. Flow
+$2.6M
Cap. Flow
% of AUM
2.55%
Top 10 Holdings %
Top 10 Hldgs %
29.64%
Holding
115
New
5
Increased
20
Reduced
68
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$979K |
| 2 |
JPMorgan BetaBuilders Canada ETF
BBCA
|
+$772K |
| 3 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$634K |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$574K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$470K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vistra
VST
|
+$575K |
| 2 |
Oracle
ORCL
|
+$548K |
| 3 |
Intel
INTC
|
+$327K |
| 4 |
International Paper
IP
|
+$300K |
| 5 |
iShares Latin America 40 ETF
ILF
|
+$226K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.62% |
| 2 | Technology | 13.5% |
| 3 | Financials | 13.13% |
| 4 | Communication Services | 12.06% |
| 5 | Consumer Discretionary | 7.26% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
$2.95B
| $233K | 0.23% |
2,686
+355
| +15% | +$31.9K |
|
|
102
International Paper
IP
$22B
| $229K | 0.22% |
4,250
-5,590
| -57% | -$300K |
|
103
M&T Bank
MTB
$36.2B
| $227K | 0.22% |
1,205
-49
| -4% | -$9.74K |
|
104
Lowe's Companies
LOW
$125B
| $226K | 0.22% |
915
-60
| -6% | -$16K |
|
105
iShares MSCI EAFE Growth ETF
EFG
$17.3B
| $200K | 0.2% |
2,070
+155
| +8% | +$15.8K |
|
|
IFN
106
Aberdeen India Fund
IFN
$504M
| $177K | 0.17% |
11,223
-100
| -0.9% | -$1.75K |
|
107
Petrobras
PBR
$116B
| $172K | 0.17% |
13,350
+400
| +3% | +$5.59K |
|
108
Sally Beauty Holdings
SBH
$1.58B
| $150K | 0.15% |
14,400
| – | – |
|
109
Ford
F
$55.7B
| $141K | 0.14% |
14,200
| – | – |
|
110
Clarivate
CLVT
$1.16B
| $109K | 0.11% |
21,540
-400
| -2% | -$2.3K |
|
111
Nokia
NOK
$52.3B
| $74.2K | 0.07% |
16,755
| – | – |
|
112
Telefônica Brasil
VIV
$19.2B
| $68.1K | 0.07% |
16,946
-9
| -0.1% | -$80 |
|
113
Melco Resorts & Entertainment
MLCO
$2.14B
| $65.8K | 0.06% |
11,365
| – | – |
|
|
114
iShares Latin America 40 ETF
ILF
$3.76B
| – | – |
-8,725
| Closed | -$226K |
|
115
Tapestry
TPR
$32.8B
| – | – |
-4,325
| Closed | -$203K |
|
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Hudson Portfolio Management's Q4 2024 Portfolio in Review
As of Q4 2024, Hudson Portfolio Management held 115 positions worth $102M, up 0.16% from $102M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Hudson Portfolio Management's Q4 2024 filing shows 5 new, 20 increased, 68 reduced and 2 closed positions. Its largest new stake was JPMorgan BetaBuilders Canada ETF: 10,600 shares worth $748K. The largest sale was Vistra, an estimated $575K.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, down from 16% a quarter earlier, followed by Technology and Financials.
- Hudson Portfolio Management's largest Q4 2024 buy was JPMorgan BetaBuilders Canada ETF: 10,600 shares worth $748K.
- Hudson Portfolio Management added most to PIMCO Enhanced Short Maturity Active Exchange-Traded Fund in Q4 2024, an estimated $979K increase.
- Hudson Portfolio Management's biggest Q4 2024 reduction was Vistra, cutting an estimated $575K.
- Hudson Portfolio Management fully exited iShares Latin America 40 ETF in Q4 2024, selling an estimated $226K.
- Hudson Portfolio Management's ten largest holdings make up 30% of its $102M portfolio in Q4 2024.
- Hudson Portfolio Management opened 5 new positions and closed 2 in Q4 2024.
- Hudson Portfolio Management's portfolio value rose 0.16% quarter-over-quarter to $102M.
Based on Hudson Portfolio Management's 13F filing for Q4 2024, filed 13 Feb 2025.