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
$725M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.53M
3
+$4.36M
4
LUMN icon
Lumen
LUMN
+$2.77M
5
BHF icon
Brighthouse Financial
BHF
+$1.83M

Top Sells

1
+$5.78M
2
+$5.11M
3
+$5.09M
4
KSS icon
Kohl's
KSS
+$4.94M
5
INTC icon
Intel
INTC
+$4.29M

Sector Composition

1 Financials 25.03%
2 Healthcare 16.94%
3 Energy 13.06%
4 Technology 10.64%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$637K 0.09%
9,152
-65
77
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17,917
-346
78
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14,365
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81
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6,126
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82
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39,665
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95
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96
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27,570
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97
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16,590
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9,054
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$528K 0.07%
8,240
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100
$524K 0.07%
9,900
-150
2 3
4
5 6