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
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$18M
2
+$13.6M
3
+$5.66M
4
CHDN icon
Churchill Downs
CHDN
+$4.41M
5
TYL icon
Tyler Technologies
TYL
+$2.83M

Top Sells

1
+$31.6M
2
+$27.1M
3
+$14.1M
4
SPGI icon
S&P Global
SPGI
+$13.1M
5
SSNC icon
SS&C Technologies
SSNC
+$7.74M

Sector Composition

1 Financials 36.55%
2 Consumer Discretionary 29.93%
3 Industrials 11.15%
4 Communication Services 9.99%
5 Technology 8.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92M 17.25%
1,109,979
+68,315
2
$77.7M 14.57%
575,632
+32,697
3
$51.5M 9.67%
1,010,986
+267,601
4
$41.5M 7.78%
40,990
-26,768
5
$39.4M 7.39%
89,405
-29,800
6
$30.4M 5.7%
919,406
+31,688
7
$27.2M 5.1%
104,403
-54,183
8
$26.7M 5.02%
142,296
-16,941
9
$26.5M 4.98%
188,220
-8,176
10
$25.2M 4.72%
411,838
-126,640
11
$22.3M 4.19%
700,512
+34,790
12
$18.5M 3.47%
44,201
+6,777
13
$18.3M 3.44%
885,392
-113,100
14
$18M 3.37%
324,596
-569,506
15
$18M 3.37%
+112,853