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
$518M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$4.53M
3
+$2.8M
4
UDR icon
UDR
UDR
+$2.79M
5
NUE icon
Nucor
NUE
+$2.12M

Top Sells

1
+$10.8M
2
+$6.21M
3
+$5.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.61M
5
ICLR icon
Icon
ICLR
+$1.7M

Sector Composition

1 Financials 22.49%
2 Healthcare 19.14%
3 Industrials 16.63%
4 Technology 13.96%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.15M 0.8%
30,343
-10,399
52
$3.66M 0.71%
491,852
+34,616
53
$3.6M 0.7%
11,863
+9,223
54
$2.79M 0.54%
+67,853
55
$2.56M 0.5%
11,622
56
$2.42M 0.47%
11,485
-442
57
$2.38M 0.46%
9,353
-100
58
$2.06M 0.4%
19,320
59
$1.92M 0.37%
10,465
60
$1.86M 0.36%
7,095
61
$1.66M 0.32%
10,070
62
$1.65M 0.32%
8,300
-3,318
63
$1.41M 0.27%
+1,792
64
$1.26M 0.24%
6,927
-2,654
65
$1.03M 0.2%
13,253
-79,752
66
$919K 0.18%
7,440
67
$902K 0.17%
7,283
68
$850K 0.16%
5,431
69
$834K 0.16%
7,214
+99
70
$777K 0.15%
3,728
-458
71
$741K 0.14%
13,665
+2,732
72
$728K 0.14%
7,961
-100
73
$728K 0.14%
30,398
+2,927
74
$699K 0.14%
33,639
75
$690K 0.13%
1,605
1 2
3
4 5