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
$215M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$2.45M
2 +$1.55M
3 +$1.19M
4
DHR icon
Danaher
DHR
+$1.16M
5
LNG icon
Cheniere Energy
LNG
+$1.07M

Sector Composition

1 Technology 21.54%
2 Financials 15.68%
3 Healthcare 13.95%
4 Industrials 11.94%
5 Communication Services 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-64,932
102
-1,575
103
-9,340
104
-1,307