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
$562M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$5.05M
3
+$3.59M
4
NWL icon
Newell Brands
NWL
+$2.8M
5
SJM icon
J.M. Smucker
SJM
+$2.56M

Top Sells

1
+$11.5M
2
+$10.8M
3
+$7.73M
4
XOM icon
Exxon Mobil
XOM
+$3.01M
5
HCA icon
HCA Healthcare
HCA
+$2.37M

Sector Composition

1 Financials 19.87%
2 Healthcare 15.99%
3 Energy 14.2%
4 Technology 10.36%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.3%
14,920
-20
52
$1.57M 0.28%
10,434
53
$1.42M 0.25%
23,620
-140
54
$1.37M 0.24%
12,105
-20
55
$1.18M 0.21%
10,560
-50
56
$1.12M 0.2%
8,544
-261
57
$1.06M 0.19%
2,254
-8
58
$976K 0.17%
2,624
59
$886K 0.16%
10,169
-300
60
$876K 0.16%
7,493
-105
61
$853K 0.15%
11,703
-149
62
$824K 0.15%
15,073
-478
63
$784K 0.14%
22,108
-773
64
$763K 0.14%
40,300
-1,114
65
$760K 0.14%
9,214
-261
66
$746K 0.13%
7,892
+996
67
$741K 0.13%
15,667
-481
68
$735K 0.13%
10,296
-291
69
$734K 0.13%
7,394
-238
70
$725K 0.13%
3,572
-10
71
$715K 0.13%
17,056
72
$695K 0.12%
9,055
-295
73
$694K 0.12%
6,901
-213
74
$685K 0.12%
11,398
-3,471
75
$672K 0.12%
14,775
-479
1 2
3
4 5