HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $618M
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$725M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.53M
3
+$4.36M
4
LUMN icon
Lumen
LUMN
+$2.77M
5
BHF icon
Brighthouse Financial
BHF
+$1.83M

Top Sells

1
+$5.78M
2
+$5.11M
3
+$5.09M
4
KSS icon
Kohl's
KSS
+$4.94M
5
INTC icon
Intel
INTC
+$4.29M

Sector Composition

1 Financials 25.03%
2 Healthcare 16.94%
3 Energy 13.06%
4 Technology 10.64%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.83%
223,088
-5,909
27
$13.3M 1.83%
151,104
-30,584
28
$13.1M 1.81%
74,393
-2,140
29
$13.1M 1.81%
322,088
-53,304
30
$13M 1.8%
153,553
-4,450
31
$12.9M 1.78%
436,636
-17,555
32
$12.9M 1.78%
+519,680
33
$12.8M 1.76%
112,348
-3,535
34
$12.3M 1.7%
727,858
-27,175
35
$12.2M 1.68%
72,249
-2,202
36
$12.2M 1.68%
303,716
-7,711
37
$11.9M 1.64%
296,140
-8,390
38
$11.8M 1.62%
224,278
+5,811
39
$11.7M 1.62%
379,092
+141,225
40
$11.6M 1.6%
373,047
-11,596
41
$11.5M 1.59%
224,975
-45,438
42
$10.8M 1.49%
146,513
-8,922
43
$10.5M 1.44%
150,209
-12,947
44
$10.4M 1.44%
192,172
-91,031
45
$9.77M 1.35%
189,617
-99,255
46
$9.21M 1.27%
45,286
-1,355
47
$8.46M 1.17%
144,194
+31,219
48
$8.27M 1.14%
190,801
-5,360
49
$7.48M 1.03%
71,426
-55,227
50
$7.09M 0.98%
137,301
-98,572
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