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
$263M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.37M
3
+$3.36M
4
MPC icon
Marathon Petroleum
MPC
+$1.71M
5
BSX icon
Boston Scientific
BSX
+$1.12M

Top Sells

1
+$5.53M
2
+$5.53M
3
+$4.22M
4
ADM icon
Archer Daniels Midland
ADM
+$3.56M
5
AAPL icon
Apple
AAPL
+$3.51M

Sector Composition

1 Financials 19.33%
2 Healthcare 19.07%
3 Technology 11.14%
4 Industrials 10.47%
5 Consumer Staples 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$462K 0.18%
12,281
-1,947
77
$460K 0.17%
18,257
-3,022
78
$458K 0.17%
16,474
+277
79
$457K 0.17%
2,488
+38
80
$432K 0.16%
10,168
-4,466
81
$432K 0.16%
10,248
+884
82
$424K 0.16%
5,184
+326
83
$422K 0.16%
6,067
-972
84
$416K 0.16%
7,471
-1,185
85
$415K 0.16%
8,372
+1,976
86
$415K 0.16%
5,659
87
$415K 0.16%
18,207
+4,166
88
$408K 0.15%
+6,226
89
$399K 0.15%
8,659
+251
90
$398K 0.15%
2,985
-463
91
$392K 0.15%
2,400
-200
92
$391K 0.15%
12,458
-1,816
93
$382K 0.15%
12,332
94
$381K 0.14%
10,543
+1,489
95
$378K 0.14%
25,557
-3,078
96
$372K 0.14%
3,683
-518
97
$366K 0.14%
7,369
-1,160
98
$366K 0.14%
26,689
+7,758
99
$349K 0.13%
6,000
100
$344K 0.13%
8,538
-1,327
2 3
4
5 6