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
$704M
AUM Growth
-$8.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$8.19M
2
+$6.87M
3
+$5.4M
4
NWL icon
Newell Brands
NWL
+$4.9M
5
CSL icon
Carlisle Companies
CSL
+$3.2M

Top Sells

1
+$6.3M
2
+$5.75M
3
+$5.19M
4
C icon
Citigroup
C
+$4.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.45M

Sector Composition

1 Financials 25.73%
2 Healthcare 15.7%
3 Energy 12.41%
4 Technology 11.34%
5 Consumer Discretionary 8.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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6,165
77
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6,236
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78
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82
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13,127
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18,263
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98
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16,680
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99
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10,747
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100
$480K 0.07%
7,860
-314
2 3
4
5 6