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
$2.6B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$12.5M
3
+$8.25M
4
INGR icon
Ingredion
INGR
+$7.4M
5
ESV
Ensco Rowan plc
ESV
+$6.91M

Top Sells

1
+$31.8M
2
+$28.8M
3
+$8.59M
4
FCX icon
Freeport-McMoran
FCX
+$7.87M
5
EPC icon
Edgewell Personal Care
EPC
+$7.39M

Sector Composition

1 Financials 21.59%
2 Healthcare 16.43%
3 Energy 14.88%
4 Technology 11.09%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.22M 0.28%
106,940
-5,010
77
$6.84M 0.26%
587,402
-27,387
78
$6.36M 0.24%
771,310
-40,180
79
$6.2M 0.24%
84,145
-4,540
80
$6.18M 0.24%
182,340
-8,590
81
$5.99M 0.23%
214,520
-10,140
82
$5.79M 0.22%
119,372
-49,500
83
$5.72M 0.22%
137,040
-6,490
84
$5.23M 0.2%
98,765
-4,570
85
$5.17M 0.2%
156,234
-7,357
86
$4.65M 0.18%
125,860
-5,840
87
$4.64M 0.18%
100,185
-4,660
88
$4.62M 0.18%
130,200
-6,150
89
$4.58M 0.18%
147,490
-7,670
90
$4.47M 0.17%
212,980
-10,020
91
$4.4M 0.17%
178,660
-8,440
92
$4.19M 0.16%
2,191
-101
93
$3.95M 0.15%
150,705
-7,080
94
$3.86M 0.15%
38,470
-1,810
95
$3.39M 0.13%
157,630
-7,320
96
$3.08M 0.12%
93,470
-4,370
97
$1.28M 0.05%
19,156
98
$980K 0.04%
10,100
99
$921K 0.04%
11,110
-425
100
$825K 0.03%
14,812
-620
2 3
4
5 6