HWCM

Hudson Way Capital Management Portfolio holdings

AUM $1.11B
1-Year Est. Return 26.26%
This Quarter Est. Return
1 Year Est. Return
+26.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$533M
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$20.6M
2
+$17.1M
3
+$15.6M
4
IBKR icon
Interactive Brokers
IBKR
+$13.8M
5
CHDN icon
Churchill Downs
CHDN
+$11.3M

Top Sells

1
+$17.6M
2
+$6.43M
3
+$4.78M
4
SPGI icon
S&P Global
SPGI
+$479K

Sector Composition

1 Industrials 29.93%
2 Financials 27.18%
3 Consumer Discretionary 23.15%
4 Technology 10.59%
5 Communication Services 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$65.6M 12.3%
471,080
+81,506
2
$63.9M 11.99%
71,489
+11,772
3
$55.9M 10.48%
858,756
+140,747
4
$53.3M 10%
952,350
+73,050
5
$42.1M 7.89%
104,947
-1,194
6
$39.8M 7.46%
832,499
-134,549
7
$39.4M 7.39%
649,948
+340,616
8
$35.7M 6.7%
150,529
+24,663
9
$34M 6.39%
1,056,051
+337,271
10
$28.9M 5.43%
239,293
-39,479
11
$23.8M 4.47%
594,350
+389,015
12
$19.9M 3.72%
631,644
+153,647
13
$17.1M 3.21%
+41,046
14
$13.8M 2.58%
+662,604
15
– –
-83,507