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
1
$4.48M 4.3%
28,671
-135
2
$4.01M 3.85%
5,962
-200
3
$3.24M 3.11%
63,512
+4,811
4
$2.97M 2.85%
17,909
-369
5
$2.82M 2.7%
13,597
-305
6
$2.67M 2.56%
25,805
+2,415
7
$2.52M 2.42%
138,190
-2,175
8
$2.4M 2.3%
23,847
+7,658
9
$2.07M 1.99%
40,705
-300
10
$2.06M 1.98%
9,283
-260
11
$2.06M 1.98%
26,886
-465
12
$2.03M 1.95%
29,574
+60
13
$1.99M 1.91%
64,585
-650
14
$1.96M 1.88%
36,857
-500
15
$1.91M 1.83%
22,775
-690
16
$1.83M 1.76%
27,053
-595
17
$1.82M 1.75%
40,168
-575
18
$1.76M 1.69%
44,855
+1,730
19
$1.62M 1.56%
30,043
-400
20
$1.6M 1.54%
30,631
+14,653
21
$1.55M 1.48%
23,888
-650
22
$1.54M 1.48%
53,956
-400
23
$1.49M 1.43%
40,335
+825
24
$1.41M 1.35%
2,521
+141
25
$1.4M 1.35%
23,418
-275
1
2 3 4 5