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
$733M
AUM Growth
+$63.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.7M
3
+$6.88M
4
LEA icon
Lear
LEA
+$6.8M
5
CVS icon
CVS Health
CVS
+$4.92M

Top Sells

1
+$12.3M
2
+$9.77M
3
+$6.49M
4
IP icon
International Paper
IP
+$5.5M
5
CMI icon
Cummins
CMI
+$5.22M

Sector Composition

1 Financials 24.53%
2 Healthcare 14.18%
3 Energy 13.63%
4 Technology 12.46%
5 Industrials 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$401K 0.05%
37,970
-350
127
$391K 0.05%
5,142
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128
$391K 0.05%
19,437
-357
129
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130
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57,067
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131
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132
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133
$367K 0.05%
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134
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136
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137
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140
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141
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142
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144
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145
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146
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147
$254K 0.03%
12,905
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148
$253K 0.03%
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149
$249K 0.03%
3,165
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150
$242K 0.03%
5,536
-304
3 4 5
6
7