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
$274M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$3.92M
2
+$3.75M
3
+$1.59M
4
KEY icon
KeyCorp
KEY
+$1.32M
5
ABT icon
Abbott
ABT
+$1.21M

Top Sells

1
+$5.07M
2
+$4.69M
3
+$3.62M
4
MCK icon
McKesson
MCK
+$1.45M
5
BMY icon
Bristol-Myers Squibb
BMY
+$881K

Sector Composition

1 Healthcare 19.49%
2 Financials 18.34%
3 Technology 10.7%
4 Industrials 10.23%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.88M 0.68%
13,711
52
$1.69M 0.62%
10,166
+340
53
$1.52M 0.55%
7,730
54
$1.45M 0.53%
13,859
-3,530
55
$1.38M 0.5%
12,600
56
$1.24M 0.45%
2,031
57
$1.15M 0.42%
9,009
+59
58
$1.07M 0.39%
13,794
+19
59
$967K 0.35%
22,700
-300
60
$926K 0.34%
3,830
61
$746K 0.27%
8,176
-6
62
$738K 0.27%
5,589
-108
63
$733K 0.27%
6,972
-121
64
$731K 0.27%
5,046
-169
65
$725K 0.26%
66,640
-13,468
66
$723K 0.26%
39,211
-778
67
$680K 0.25%
7,200
+200
68
$673K 0.25%
6,131
-859
69
$666K 0.24%
14,388
-250
70
$666K 0.24%
34,816
-698
71
$664K 0.24%
2,392
72
$657K 0.24%
6,858
-146
73
$656K 0.24%
10,500
+1,003
74
$650K 0.24%
5,730
+549
75
$650K 0.24%
21,038
+1,846
1 2
3
4 5