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
$618M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$3.88M
2 +$1.94M
3 +$1.85M
4
OKE icon
Oneok
OKE
+$1.63M
5
UDR icon
UDR
UDR
+$1.54M

Top Sells

1 +$6.43M
2 +$6.07M
3 +$4.13M
4
URI icon
United Rentals
URI
+$2.66M
5
C icon
Citigroup
C
+$1.25M

Sector Composition

1 Technology 25.11%
2 Financials 20.61%
3 Industrials 16.92%
4 Healthcare 15.18%
5 Consumer Staples 5.06%

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