HEIP
Hudson Edge Investment Partners Portfolio holdings
AUM
$584M
This Quarter Return
-11.48%
1 Year Return
+14.01%
3 Year Return
+52.25%
5 Year Return
+112.04%
10 Year Return
+164%
AUM
$1.86B
AUM Growth
+$1.86B
(-22%)
Cap. Flow
-$236M
Cap. Flow
% of AUM
-12.71%
Top 10 Holdings %
Top 10 Hldgs %
23.34%
Holding
150
New
2
Increased
72
Reduced
52
Closed
17
Top Buys
| 1 |
Merck
MRK
|
$31.7M |
| 2 |
Parker-Hannifin
PH
|
$19.6M |
| 3 |
Cummins
CMI
|
$16.1M |
| 4 |
Micron Technology
MU
|
$6.03M |
| 5 |
Allstate
ALL
|
$5.92M |
Top Sells
| 1 |
Freeport-McMoran
FCX
|
$41.3M |
| 2 |
Deere & Co
DE
|
$34.2M |
| 3 |
Dover
DOV
|
$32.7M |
| 4 |
Eli Lilly
LLY
|
$31.7M |
| 5 |
BRCM
BROADCOM CORP CL-A
BRCM
|
$18.9M |
Sector Composition
| 1 | Financials | 22.74% |
| 2 | Energy | 13.51% |
| 3 | Healthcare | 12.47% |
| 4 | Technology | 11.46% |
| 5 | Industrials | 10.31% |
