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
$518M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$4.53M
3
+$2.8M
4
UDR icon
UDR
UDR
+$2.79M
5
NUE icon
Nucor
NUE
+$2.12M

Top Sells

1
+$10.8M
2
+$6.21M
3
+$5.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.61M
5
ICLR icon
Icon
ICLR
+$1.7M

Sector Composition

1 Financials 22.49%
2 Healthcare 19.14%
3 Industrials 16.63%
4 Technology 13.96%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$498K 0.1%
+5,073
102
$491K 0.09%
5,050
103
$486K 0.09%
35,492
104
$480K 0.09%
14,450
-2,133
105
$476K 0.09%
5,075
106
$473K 0.09%
7,119
-202
107
$470K 0.09%
30,502
108
$460K 0.09%
27,917
-4,243
109
$460K 0.09%
27,657
+7,338
110
$454K 0.09%
6,232
+905
111
$405K 0.08%
7,909
112
$403K 0.08%
23,466
-4,231
113
$394K 0.08%
17,524
114
$390K 0.08%
+5,779
115
$379K 0.07%
9,266
-1,828
116
$375K 0.07%
25,807
117
$362K 0.07%
13,589
118
$362K 0.07%
7,931
+1,607
119
$361K 0.07%
21,283
120
$345K 0.07%
8,371
121
$342K 0.07%
1,121
-426
122
$333K 0.06%
5,372
-989
123
$329K 0.06%
3,530
-718
124
$328K 0.06%
9,444
125
$316K 0.06%
9,126
3 4
5
6 7