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
$380M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$1.5M
3
+$1.4M
4
LEA icon
Lear
LEA
+$1.33M
5
MCK icon
McKesson
MCK
+$1.25M

Top Sells

1
+$5.2M
2
+$2.78M
3
+$2.55M
4
DIS icon
Walt Disney
DIS
+$2.03M
5
CVS icon
CVS Health
CVS
+$1.93M

Sector Composition

1 Financials 19.98%
2 Healthcare 15.93%
3 Industrials 10.46%
4 Energy 9.52%
5 Technology 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.51%
16,191
+15
52
$1.71M 0.45%
9,095
+10
53
$1.52M 0.4%
11,144
+10
54
$1.05M 0.28%
2,092
+3
55
$1.03M 0.27%
15,380
-11,840
56
$1M 0.26%
5,592
+319
57
$998K 0.26%
12,111
+130
58
$966K 0.25%
33,050
-1,350
59
$924K 0.24%
21,279
+4,466
60
$898K 0.24%
10,178
-35
61
$861K 0.23%
14,220
+20
62
$845K 0.22%
13,755
+105
63
$830K 0.22%
49,709
+10,615
64
$826K 0.22%
37,131
+6,545
65
$821K 0.22%
14,685
+95
66
$802K 0.21%
14,041
+3,158
67
$789K 0.21%
12,666
+2,676
68
$783K 0.21%
+6,233
69
$756K 0.2%
10,658
+2,244
70
$753K 0.2%
7,050
+1,481
71
$746K 0.2%
8,715
+1,531
72
$736K 0.19%
82,604
+23,772
73
$731K 0.19%
4,201
+766
74
$728K 0.19%
7,039
+1,471
75
$728K 0.19%
15,519
+2,832
1 2
3
4 5