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
$2.6B
AUM Growth
+$188M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$40.5M
2
+$12.5M
3
+$8.25M
4
INGR icon
Ingredion
INGR
+$7.4M
5
ESV
Ensco Rowan plc
ESV
+$6.91M

Top Sells

1
+$31.8M
2
+$28.8M
3
+$8.59M
4
FCX icon
Freeport-McMoran
FCX
+$7.87M
5
EPC icon
Edgewell Personal Care
EPC
+$7.39M

Sector Composition

1 Financials 21.59%
2 Healthcare 16.43%
3 Energy 14.88%
4 Technology 11.09%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$758K 0.03%
15,300
-50
102
$710K 0.03%
2,244
-7
103
$694K 0.03%
13,050
-150
104
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31,472
-196
105
$621K 0.02%
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106
$578K 0.02%
20,717
-161
107
$568K 0.02%
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108
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11,303
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109
$519K 0.02%
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110
$507K 0.02%
17,445
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111
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112
$474K 0.02%
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-347
113
$448K 0.02%
5,308
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114
$444K 0.02%
4,864
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115
$404K 0.02%
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116
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5,315
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117
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7,188
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119
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$343K 0.01%
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-288
121
$339K 0.01%
6,535
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122
$337K 0.01%
3,628
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123
$336K 0.01%
4,905
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124
$331K 0.01%
14,323
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125
$319K 0.01%
2,825
-180
2 3 4
5
6