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
$2.41B
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$34.2M
2
+$27.9M
3
+$22.8M
4
LUV icon
Southwest Airlines
LUV
+$7.54M
5
BBBY
Bed Bath & Beyond Inc
BBBY
+$7.4M

Top Sells

1
+$30.8M
2
+$29.2M
3
+$13.7M
4
UNH icon
UnitedHealth
UNH
+$13.2M
5
SPLS
Staples Inc
SPLS
+$12.8M

Sector Composition

1 Financials 21.17%
2 Healthcare 16.7%
3 Energy 16.53%
4 Technology 11.02%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$737K 0.03%
15,432
-8
102
$731K 0.03%
15,350
103
$611K 0.03%
13,200
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104
$609K 0.03%
2,251
-202
105
$609K 0.03%
11,321
-2,440
106
$569K 0.02%
20,891
-1,623
107
$543K 0.02%
11,641
-1,460
108
$539K 0.02%
31,668
-4,620
109
$494K 0.02%
7,278
-969
110
$489K 0.02%
8,470
-1,175
111
$486K 0.02%
4,246
-254,904
112
$455K 0.02%
20,878
-2,489
113
$446K 0.02%
8,027
-990
114
$410K 0.02%
5,324
-816
115
$391K 0.02%
4,809
+1,120
116
$388K 0.02%
8,758
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117
$378K 0.02%
11,817
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118
$375K 0.02%
4,401
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119
$372K 0.02%
4,803
-1,140
120
$365K 0.02%
18,192
+2,360
121
$351K 0.01%
7,925
-490
122
$339K 0.01%
5,035
-805
123
$336K 0.01%
5,620
-1,060
124
$332K 0.01%
4,156
-260
125
$329K 0.01%
2,803
-750
2 3 4
5
6