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
$536M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$7.73M
3
+$6.6M
4
PDM
Piedmont Realty Trust
PDM
+$825K
5
MUR icon
Murphy Oil
MUR
+$585K

Top Sells

1
+$8.74M
2
+$7.7M
3
+$6.47M
4
DVN icon
Devon Energy
DVN
+$6.34M
5
CVX icon
Chevron
CVX
+$6.3M

Sector Composition

1 Financials 21.49%
2 Healthcare 16.49%
3 Energy 14.28%
4 Technology 9.96%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.34M 0.44%
14,920
-25
52
$1.43M 0.27%
14,940
-55
53
$1.38M 0.26%
10,434
-175
54
$1.33M 0.25%
23,760
+880
55
$1.26M 0.24%
12,125
-117
56
$1.16M 0.22%
10,610
-407
57
$1.13M 0.21%
2,262
-17
58
$911K 0.17%
15,551
+2,241
59
$880K 0.16%
2,624
60
$867K 0.16%
8,805
+2,768
61
$825K 0.15%
+41,414
62
$796K 0.15%
7,598
+775
63
$792K 0.15%
8,135
+904
64
$784K 0.15%
14,869
+1,639
65
$781K 0.15%
10,469
+1,425
66
$775K 0.14%
9,475
+1,227
67
$769K 0.14%
13,625
68
$767K 0.14%
22,881
+3,717
69
$756K 0.14%
373
70
$750K 0.14%
7,114
+987
71
$716K 0.13%
9,350
+1,388
72
$716K 0.13%
4,313
+612
73
$712K 0.13%
17,056
74
$711K 0.13%
11,852
+16
75
$709K 0.13%
28,815
+4,703
1 2
3
4 5