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
$725M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.53M
3
+$4.36M
4
LUMN icon
Lumen
LUMN
+$2.77M
5
BHF icon
Brighthouse Financial
BHF
+$1.83M

Top Sells

1
+$5.78M
2
+$5.11M
3
+$5.09M
4
KSS icon
Kohl's
KSS
+$4.94M
5
INTC icon
Intel
INTC
+$4.29M

Sector Composition

1 Financials 25.03%
2 Healthcare 16.94%
3 Energy 13.06%
4 Technology 10.64%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.87M 0.4%
121,233
-4,407
52
$1.94M 0.27%
11,250
-100
53
$1.49M 0.21%
16,045
54
$1.35M 0.19%
11,238
+5
55
$1.33M 0.18%
12,405
-390
56
$1.22M 0.17%
23,180
+20
57
$1.21M 0.17%
10,650
+15
58
$1.19M 0.16%
2,310
59
$1.07M 0.15%
7,088
-2,221
60
$965K 0.13%
3,271
-12
61
$836K 0.12%
19,727
-885
62
$773K 0.11%
10,650
+2,105
63
$758K 0.1%
7,835
-415
64
$727K 0.1%
6,765
+600
65
$724K 0.1%
9,378
-248
66
$719K 0.1%
13,483
-2,104
67
$685K 0.09%
6,564
+1,909
68
$682K 0.09%
37,070
+3,050
69
$678K 0.09%
3,760
+10
70
$673K 0.09%
387
+1
71
$672K 0.09%
7,466
-1,328
72
$668K 0.09%
14,234
-4,017
73
$668K 0.09%
17,112
74
$667K 0.09%
13,547
-1,297
75
$642K 0.09%
8,377
-163
1 2
3
4 5