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
$263M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$5.23M
2
+$3.37M
3
+$3.36M
4
MPC icon
Marathon Petroleum
MPC
+$1.71M
5
BSX icon
Boston Scientific
BSX
+$1.12M

Top Sells

1
+$5.53M
2
+$5.53M
3
+$4.22M
4
ADM icon
Archer Daniels Midland
ADM
+$3.56M
5
AAPL icon
Apple
AAPL
+$3.51M

Sector Composition

1 Financials 19.33%
2 Healthcare 19.07%
3 Technology 11.14%
4 Industrials 10.47%
5 Consumer Staples 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$332K 0.13%
5,465
-847
102
$328K 0.12%
8,692
-800
103
$327K 0.12%
6,612
-1,036
104
$324K 0.12%
9,182
-1,476
105
$321K 0.12%
5,403
106
$319K 0.12%
7,391
+62
107
$316K 0.12%
8,687
-1,570
108
$315K 0.12%
234
-10
109
$315K 0.12%
27,951
-4,405
110
$314K 0.12%
11,262
-1,812
111
$307K 0.12%
13,370
-1,965
112
$303K 0.12%
33,095
-5,140
113
$292K 0.11%
12,900
-2,029
114
$286K 0.11%
10,784
-4,413
115
$268K 0.1%
8,870
-1,296
116
$267K 0.1%
10,294
-1,810
117
$261K 0.1%
35,385
-6,386
118
$258K 0.1%
9,963
-1,579
119
$255K 0.1%
13,632
-2,133
120
$255K 0.1%
5,141
-757
121
$252K 0.1%
2,170
-400
122
$244K 0.09%
7,993
-7,526
123
$232K 0.09%
28,258
-4,368
124
$213K 0.08%
9,314
+223
125
$211K 0.08%
22,982
-414
2 3 4
5
6