HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $584M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$2.99M
3
+$2.18M
4
SPG icon
Simon Property Group
SPG
+$1.46M
5
COP icon
ConocoPhillips
COP
+$1.31M

Top Sells

1
+$4.77M
2
+$1.62M
3
+$1.42M
4
MCK icon
McKesson
MCK
+$1.41M
5
AAPL icon
Apple
AAPL
+$1.29M

Sector Composition

1 Financials 18.95%
2 Healthcare 15.41%
3 Industrials 10.82%
4 Energy 9.82%
5 Technology 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.5%
16,176
-150
52
$1.66M 0.47%
27,220
+11,860
53
$1.56M 0.44%
9,085
-685
54
$1.53M 0.43%
11,134
-110
55
$971K 0.27%
2,553
56
$931K 0.26%
2,089
-20
57
$919K 0.26%
6,052
+3,153
58
$831K 0.23%
5,273
59
$827K 0.23%
14,200
-2,400
60
$824K 0.23%
13,650
+1,280
61
$795K 0.22%
34,400
-1,650
62
$779K 0.22%
10,213
-750
63
$772K 0.22%
+9,400
64
$716K 0.2%
+35,903
65
$713K 0.2%
14,590
-665
66
$699K 0.2%
10,883
67
$672K 0.19%
16,813
68
$661K 0.19%
+10,932
69
$642K 0.18%
11,981
70
$639K 0.18%
30,586
71
$637K 0.18%
12,687
72
$627K 0.18%
5,569
73
$621K 0.17%
+12,682
74
$608K 0.17%
+15,490
75
$607K 0.17%
39,094
1 2
3
4 5