HEIP
Hudson Edge Investment Partners Portfolio holdings
AUM
$618M
1-Year Est. Return
13.92%
1 Year Est. Return
+13.92%
AUM
$584M
AUM Growth
+$92.6M
(+19%)
Holding
108
Top Buys
| 1 | +$51.9M | |
| 2 | +$6.56M | |
| 3 | +$5.41M | |
| 4 |
TSMC
TSM
|
+$4.9M |
| 5 |
FISV
Fiserv Inc
FISV
|
+$1.34M |
Top Sells
| 1 | +$8.09M | |
| 2 | +$6.14M | |
| 3 | +$5.54M | |
| 4 |
Dollar General
DG
|
+$1.84M |
| 5 |
HCA Healthcare
HCA
|
+$1.62M |
Sector Composition
| 1 | Technology | 25.31% |
| 2 | Financials | 22.32% |
| 3 | Industrials | 18.08% |
| 4 | Healthcare | 13.4% |
| 5 | Consumer Staples | 4.71% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Microsoft
MSFT
$3.42T
| – | – |
-752
|
|
||
102
Northrop Grumman
NOC
$92.6B
| – | – |
-406
|
|
||
103
Envista
NVST
$4.06B
| – | – |
-24,441
|
|
||
104
Xcel Energy
XEL
$44.8B
| – | – |
-86,776
|
|
||
|
BERY
105
DELISTED
Berry Global Group, Inc.
BERY
| – | – |
-79,290
|
|
||
106
Amazon
AMZN
$2.56T
| – | – |
-1,262
|
|