HVP

Hudson Value Partners Portfolio holdings

AUM $290M
1-Year Est. Return 20.11%
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
-$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$984K
3
+$844K
4
MRK icon
Merck
MRK
+$834K
5
JNJ icon
Johnson & Johnson
JNJ
+$720K

Top Sells

1
+$1.84M
2
+$1.52M
3
+$654K
4
SWK icon
Stanley Black & Decker
SWK
+$558K
5
BEPC icon
Brookfield Renewable
BEPC
+$511K

Sector Composition

1 Technology 22.27%
2 Financials 16.48%
3 Healthcare 12.97%
4 Industrials 8.02%
5 Communication Services 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-7,468
102
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-11,696
103
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-10,460
104
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-4,261
105
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-6,355
106
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-3,800
107
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-3,363
108
– –
-771
109
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-16,610
110
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-2,172
111
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-825
112
– –
-16,738
113
– –
-3,992
114
– –
-5,125
1 2 3 4
5