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
$536M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$7.73M
3
+$6.6M
4
PDM
Piedmont Realty Trust
PDM
+$825K
5
MUR icon
Murphy Oil
MUR
+$585K

Top Sells

1
+$8.74M
2
+$7.7M
3
+$6.47M
4
DVN icon
Devon Energy
DVN
+$6.34M
5
CVX icon
Chevron
CVX
+$6.3M

Sector Composition

1 Financials 21.49%
2 Healthcare 16.49%
3 Energy 14.28%
4 Technology 9.96%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.82M 1.83%
146,771
-47,010
27
$9.64M 1.8%
193,977
-111,517
28
$9.56M 1.78%
93,205
-35,095
29
$9.47M 1.77%
220,070
-101,658
30
$9.43M 1.76%
70,607
-22,688
31
$9.38M 1.75%
50,258
-16,450
32
$9.25M 1.73%
358,787
-113,580
33
$9.08M 1.69%
48,883
-20,985
34
$8.86M 1.65%
193,416
-91,596
35
$8.74M 1.63%
+50,829
36
$8.51M 1.59%
109,173
-34,880
37
$8.37M 1.56%
99,981
-91,973
38
$8.25M 1.54%
37,395
-12,330
39
$8.22M 1.53%
44,094
-6,992
40
$8.1M 1.51%
55,358
-12,487
41
$8.06M 1.5%
110,078
-44,876
42
$7.73M 1.44%
+121,313
43
$7.7M 1.44%
235,322
-267,346
44
$7.48M 1.4%
69,613
-22,540
45
$7.37M 1.37%
159,529
-51,360
46
$7.15M 1.33%
66,046
-52,128
47
$6.6M 1.23%
+105,227
48
$5.56M 1.04%
138,655
-44,832
49
$4.97M 0.93%
155,001
-49,970
50
$2.55M 0.48%
87,836
-27,090
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