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
$263M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.37M
3
+$3.36M
4
MPC icon
Marathon Petroleum
MPC
+$1.71M
5
BSX icon
Boston Scientific
BSX
+$1.12M

Top Sells

1
+$5.53M
2
+$5.53M
3
+$4.22M
4
ADM icon
Archer Daniels Midland
ADM
+$3.56M
5
AAPL icon
Apple
AAPL
+$3.51M

Sector Composition

1 Financials 19.33%
2 Healthcare 19.07%
3 Technology 11.14%
4 Industrials 10.47%
5 Consumer Staples 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.33M 0.5%
11,044
-100
52
$909K 0.35%
2,067
-25
53
$883K 0.34%
15,180
-200
54
$819K 0.31%
13,620
-600
55
$770K 0.29%
14,332
+577
56
$769K 0.29%
32,050
-1,000
57
$753K 0.29%
11,138
+960
58
$705K 0.27%
4,894
-698
59
$702K 0.27%
7,265
-31,696
60
$669K 0.25%
14,685
61
$629K 0.24%
9,584
-2,527
62
$604K 0.23%
+7,963
63
$603K 0.23%
12,350
+2,025
64
$594K 0.23%
3,352
65
$565K 0.21%
51,989
+2,280
66
$519K 0.2%
18,211
-2,232
67
$517K 0.2%
29,278
-7,853
68
$515K 0.2%
15,693
-3,957
69
$505K 0.19%
5,689
-544
70
$500K 0.19%
69,540
-13,064
71
$487K 0.18%
7,731
-1,232
72
$483K 0.18%
7,677
-1,038
73
$480K 0.18%
8,301
-4,365
74
$478K 0.18%
5,449
-1,601
75
$471K 0.18%
8,093
-1,290
1 2
3
4 5