HPM

Hudson Portfolio Management Portfolio holdings

AUM $107M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$84.6M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$365K
2
+$270K
3
+$264K
4
HLN icon
Haleon
HLN
+$169K
5
MHK icon
Mohawk Industries
MHK
+$154K

Top Sells

1
+$1.44M
2
+$1.21M
3
+$523K
4
WBD icon
Warner Bros
WBD
+$317K
5
FDX icon
FedEx
FDX
+$262K

Sector Composition

1 Healthcare 16.46%
2 Technology 13.43%
3 Financials 11.67%
4 Communication Services 11.39%
5 Consumer Discretionary 8.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.27M 3.86%
9,614
-1,538
2
$3.03M 3.59%
31,556
+876
3
$2.83M 3.34%
56,303
-1,870
4
$2.71M 3.2%
28,432
-1,485
5
$2.52M 2.98%
148,548
-516
6
$2.17M 2.56%
22,533
-747
7
$2.13M 2.52%
33,700
-620
8
$2.06M 2.43%
67,865
-4,439
9
$1.96M 2.31%
39,607
-635
10
$1.92M 2.26%
15,382
-126
11
$1.88M 2.22%
49,478
-116
12
$1.79M 2.12%
12,994
-128
13
$1.78M 2.1%
36,446
-4,101
14
$1.7M 2.01%
66,144
+732
15
$1.7M 2.01%
34,468
-2,050
16
$1.53M 1.8%
24,888
-133
17
$1.43M 1.69%
26,880
+2,310
18
$1.32M 1.56%
28,446
-150
19
$1.31M 1.54%
58,570
-3,160
20
$1.26M 1.49%
39,306
-5,590
21
$1.25M 1.48%
20,464
-15
22
$1.24M 1.47%
57,027
-166
23
$1.23M 1.45%
10,495
-40
24
$1.21M 1.43%
56,156
25
$1.2M 1.42%
16,105
-1,330
1
2 3 4 5