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
$2.53B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$64.2M
2
+$63.6M
3
+$61.4M
4
CVX icon
Chevron
CVX
+$61.1M
5
STJ
St Jude Medical
STJ
+$60.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.89%
2 Healthcare 17.05%
3 Energy 15.35%
4 Technology 9.85%
5 Industrials 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$319K 0.01%
+4,416
127
$316K 0.01%
+11,000
128
$314K 0.01%
+7,009
129
$300K 0.01%
+3,689
130
$291K 0.01%
+8,344
131
$283K 0.01%
+12,044
132
$277K 0.01%
+19,801
133
$260K 0.01%
+13,405
134
$256K 0.01%
+7,455
135
$256K 0.01%
+3,305
136
$250K 0.01%
+5,054
137
$239K 0.01%
+3,370
138
$237K 0.01%
+3,665
139
$226K 0.01%
+13,110
140
$213K 0.01%
+5,170
141
$212K 0.01%
+2,750
2 3 4 5
6