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
$518M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$4.53M
3
+$2.8M
4
UDR icon
UDR
UDR
+$2.79M
5
NUE icon
Nucor
NUE
+$2.12M

Top Sells

1
+$10.8M
2
+$6.21M
3
+$5.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.61M
5
ICLR icon
Icon
ICLR
+$1.7M

Sector Composition

1 Financials 22.49%
2 Healthcare 19.14%
3 Industrials 16.63%
4 Technology 13.96%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.86M 1.13%
17,024
+1,623
27
$5.84M 1.13%
33,692
+764
28
$5.78M 1.12%
50,552
+2,804
29
$5.77M 1.12%
160,234
-19,343
30
$5.76M 1.11%
41,584
-4,021
31
$5.76M 1.11%
38,024
-4,625
32
$5.74M 1.11%
21,963
+69
33
$5.7M 1.1%
38,216
-839
34
$5.58M 1.08%
21,673
-683
35
$5.55M 1.07%
62,136
-10,248
36
$5.44M 1.05%
131,022
+6,757
37
$5.41M 1.05%
42,996
-8,571
38
$5.4M 1.04%
16,810
-1,537
39
$5.28M 1.02%
38,182
+2,848
40
$5.12M 0.99%
27,846
+1,699
41
$5.03M 0.97%
162,272
+34,995
42
$4.87M 0.94%
76,579
-11,893
43
$4.8M 0.93%
165,084
-5,140
44
$4.78M 0.92%
80,985
+3,316
45
$4.77M 0.92%
88,302
-14,793
46
$4.75M 0.92%
35,909
+1,131
47
$4.57M 0.88%
28,922
+13,412
48
$4.53M 0.87%
+20,086
49
$4.31M 0.83%
67,272
-2,341
50
$4.3M 0.83%
39,446
+919
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