HVP
Hudson Value Partners Portfolio holdings
AUM
$290M
This Quarter Return
+10.54%
1 Year Return
+20.11%
3 Year Return
+88.92%
5 Year Return
–
10 Year Return
–
AUM
$163M
AUM Growth
+$163M
(+9.6%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
33.54%
Holding
105
New
4
Increased
40
Reduced
37
Closed
3
Top Buys
| 1 |
Danaher
DHR
|
$993K |
| 2 |
ESAB
ESAB
|
$856K |
| 3 |
Dollar Tree
DLTR
|
$812K |
| 4 |
Cheniere Energy
LNG
|
$676K |
| 5 |
Johnson & Johnson
JNJ
|
$372K |
Top Sells
| 1 |
MKS Inc. Common Stock
MKSI
|
$1.5M |
| 2 |
Moelis & Co
MC
|
$649K |
| 3 |
Dow Inc
DOW
|
$511K |
| 4 |
Microsoft
MSFT
|
$329K |
| 5 |
Exelon
EXC
|
$225K |
Sector Composition
| 1 | Technology | 20.05% |
| 2 | Financials | 17.23% |
| 3 | Healthcare | 13.49% |
| 4 | Industrials | 9.9% |
| 5 | Consumer Staples | 7.76% |
