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
$536M
AUM Growth
-$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$7.73M
3
+$6.6M
4
PDM
Piedmont Realty Trust
PDM
+$825K
5
MUR icon
Murphy Oil
MUR
+$585K

Top Sells

1
+$8.74M
2
+$7.7M
3
+$6.47M
4
DVN icon
Devon Energy
DVN
+$6.34M
5
CVX icon
Chevron
CVX
+$6.3M

Sector Composition

1 Financials 21.49%
2 Healthcare 16.49%
3 Energy 14.28%
4 Technology 9.96%
5 Industrials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$704K 0.13%
7,632
+1,110
77
$702K 0.13%
16,148
+2,220
78
$683K 0.13%
16,718
+2,489
79
$673K 0.13%
7,525
+1,222
80
$657K 0.12%
3,582
-119
81
$647K 0.12%
10,587
+1,359
82
$646K 0.12%
26,413
+3,834
83
$641K 0.12%
23,137
+6,513
84
$639K 0.12%
6,896
+46
85
$637K 0.12%
36,860
+3,000
86
$637K 0.12%
28,773
+1,428
87
$633K 0.12%
15,707
+7,399
88
$629K 0.12%
37,695
+16,734
89
$628K 0.12%
11,643
+1,878
90
$626K 0.12%
9,458
+2,334
91
$620K 0.12%
7,305
+1,170
92
$611K 0.11%
45,550
+6,567
93
$609K 0.11%
15,048
+2,448
94
$606K 0.11%
15,811
+2,166
95
$606K 0.11%
12,968
+2,115
96
$605K 0.11%
12,064
-3,839
97
$599K 0.11%
15,254
+2,245
98
$590K 0.11%
31,704
+5,175
99
$590K 0.11%
11,719
+1,799
100
$585K 0.11%
+17,309
2 3
4
5 6