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
$2.6B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$12.5M
3
+$8.25M
4
INGR icon
Ingredion
INGR
+$7.4M
5
ESV
Ensco Rowan plc
ESV
+$6.91M

Top Sells

1
+$31.8M
2
+$28.8M
3
+$8.59M
4
FCX icon
Freeport-McMoran
FCX
+$7.87M
5
EPC icon
Edgewell Personal Care
EPC
+$7.39M

Sector Composition

1 Financials 21.59%
2 Healthcare 16.43%
3 Energy 14.88%
4 Technology 11.09%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.39%
261,420
-12,320
52
$9.79M 0.38%
174,980
-8,240
53
$9.69M 0.37%
130,200
-6,140
54
$9.33M 0.36%
180,805
-8,490
55
$9.32M 0.36%
494,500
-23,300
56
$9.31M 0.36%
195,915
-9,130
57
$9.24M 0.36%
89,480
-4,120
58
$9.06M 0.35%
246,110
-11,630
59
$9.04M 0.35%
57,995
-3,100
60
$8.82M 0.34%
169,320
-7,910
61
$8.78M 0.34%
55,950
-2,600
62
$8.56M 0.33%
285,680
-13,500
63
$8.54M 0.33%
66,410
-3,140
64
$8.47M 0.33%
359,110
-16,740
65
$8.43M 0.32%
483,434
+151,650
66
$8.38M 0.32%
92,592
-4,346
67
$8.33M 0.32%
449
-21
68
$8.2M 0.32%
363,220
-19,520
69
$7.85M 0.3%
310,022
-14,490
70
$7.83M 0.3%
189,735
-8,980
71
$7.61M 0.29%
591,773
-27,641
72
$7.59M 0.29%
94,580
-4,380
73
$7.57M 0.29%
164,770
-7,710
74
$7.4M 0.28%
+108,050
75
$7.37M 0.28%
114,380
-5,390
1 2
3
4 5