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
$733M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$6.88M
4
LEA icon
Lear
LEA
+$6.8M
5
CVS icon
CVS Health
CVS
+$4.92M

Top Sells

1
+$12.3M
2
+$9.77M
3
+$6.49M
4
IP icon
International Paper
IP
+$5.5M
5
CMI icon
Cummins
CMI
+$5.22M

Sector Composition

1 Financials 24.53%
2 Healthcare 14.18%
3 Energy 13.63%
4 Technology 12.46%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$513K 0.07%
10,872
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102
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17,112
-60
103
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8,294
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104
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105
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$498K 0.07%
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108
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111
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116
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-105
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$405K 0.06%
1,930
-10
3 4
5
6 7