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
$539M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.97M
3
+$3.17M
4
ICLR icon
Icon
ICLR
+$2.75M
5
NUE icon
Nucor
NUE
+$1.6M

Top Sells

1
+$6.04M
2
+$5.5M
3
+$1.65M
4
LMT icon
Lockheed Martin
LMT
+$1.42M
5
UNH icon
UnitedHealth
UNH
+$1.3M

Sector Composition

1 Financials 22.26%
2 Healthcare 19.93%
3 Industrials 16.65%
4 Technology 13.9%
5 Consumer Staples 5.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.39M 1.18%
15,760
-1,264
27
$6.34M 1.18%
151,831
-340
28
$6.31M 1.17%
35,450
-2,574
29
$6.25M 1.16%
137,760
+69,907
30
$6.24M 1.16%
21,543
-420
31
$6.14M 1.14%
59,808
-9,590
32
$6.12M 1.14%
23,764
+2,091
33
$6M 1.11%
42,972
+4,790
34
$5.95M 1.1%
10,180
-2,222
35
$5.95M 1.1%
39,562
+10,640
36
$5.89M 1.09%
53,883
-1,280
37
$5.8M 1.07%
141,117
-19,117
38
$5.75M 1.07%
16,274
+4,411
39
$5.66M 1.05%
25,152
+5,066
40
$5.39M 1%
86,276
-2,026
41
$5.38M 1%
28,059
+213
42
$5.35M 0.99%
32,862
-830
43
$5.29M 0.98%
+58,052
44
$5.2M 0.96%
49,412
-1,140
45
$5.17M 0.96%
42,056
-940
46
$5.1M 0.95%
161,304
-3,780
47
$4.97M 0.92%
79,115
-1,870
48
$4.92M 0.91%
31,700
+1,357
49
$4.79M 0.89%
65,772
-1,500
50
$4.7M 0.87%
38,846
-600
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