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
$2.41B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$27.9M
3
+$22.8M
4
LUV icon
Southwest Airlines
LUV
+$7.54M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.4M

Top Sells

1
+$30.8M
2
+$29.2M
3
+$13.7M
4
UNH icon
UnitedHealth
UNH
+$13.2M
5
SPLS
Staples Inc
SPLS
+$12.8M

Sector Composition

1 Financials 21.17%
2 Healthcare 16.7%
3 Energy 16.53%
4 Technology 11.02%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.72M 0.4%
136,340
-3,420
52
$9.3M 0.39%
375,850
-9,390
53
$9.26M 0.38%
183,220
-4,610
54
$8.88M 0.37%
61,095
-1,630
55
$8.74M 0.36%
93,600
-2,330
56
$8.57M 0.36%
58,550
-1,460
57
$8.44M 0.35%
470
-11
58
$8.36M 0.35%
257,740
-6,430
59
$8.2M 0.34%
299,180
-7,450
60
$8.09M 0.34%
168,872
-4,550
61
$8.08M 0.34%
177,230
-3,620
62
$8.08M 0.33%
172,480
-4,240
63
$8.06M 0.33%
382,740
-10,180
64
$8.06M 0.33%
205,045
-5,100
65
$7.95M 0.33%
189,295
-4,800
66
$7.87M 0.33%
619,414
-15,559
67
$7.79M 0.32%
198,715
-4,960
68
$7.73M 0.32%
96,938
-2,390
69
$7.69M 0.32%
450,785
-11,280
70
$7.66M 0.32%
98,960
+95,590
71
$7.56M 0.31%
69,550
-1,740
72
$7.54M 0.31%
+517,800
73
$7.39M 0.31%
109,404
-2,698
74
$7.29M 0.3%
119,770
-3,030
75
$7.19M 0.3%
331,784
-8,230
1 2
3
4 5