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
$518M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$4.53M
3
+$2.8M
4
UDR icon
UDR
UDR
+$2.79M
5
NUE icon
Nucor
NUE
+$2.12M

Top Sells

1
+$10.8M
2
+$6.21M
3
+$5.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.61M
5
ICLR icon
Icon
ICLR
+$1.7M

Sector Composition

1 Financials 22.49%
2 Healthcare 19.14%
3 Industrials 16.63%
4 Technology 13.96%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$684K 0.13%
2,526
77
$683K 0.13%
20,078
78
$664K 0.13%
25,727
-2,588
79
$626K 0.12%
72,903
80
$618K 0.12%
3,575
+424
81
$613K 0.12%
7,155
82
$611K 0.12%
1,847
-1,056
83
$609K 0.12%
8,600
84
$600K 0.12%
4,849
85
$599K 0.12%
6,798
86
$582K 0.11%
3,013
-1,163
87
$580K 0.11%
4,693
88
$578K 0.11%
6,041
89
$558K 0.11%
11,675
90
$544K 0.11%
12,595
91
$540K 0.1%
25,836
92
$537K 0.1%
12,600
93
$537K 0.1%
3,386
-271
94
$532K 0.1%
19,703
95
$526K 0.1%
5,083
+566
96
$522K 0.1%
11,939
97
$521K 0.1%
14,456
98
$520K 0.1%
10,411
+1,414
99
$512K 0.1%
+10,621
100
$505K 0.1%
10,026
+1,404
2 3
4
5 6