HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $584M
1-Year Est. Return 14.01%
This Quarter Est. Return
1 Year Est. Return
+14.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$751M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$7.29M
3 +$7.1M
4
LEA icon
Lear
LEA
+$6.46M
5
RPM icon
RPM International
RPM
+$4.44M

Top Sells

1 +$13.5M
2 +$9.96M
3 +$8.01M
4
IP icon
International Paper
IP
+$7.19M
5
MSFT icon
Microsoft
MSFT
+$6.47M

Sector Composition

1 Financials 26.21%
2 Healthcare 14.93%
3 Energy 12.64%
4 Technology 10.41%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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7,486
-74
127
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23,620
-468
128
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15,340
129
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4,400
131
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132
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136
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147
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1,825
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148
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5,360
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149
$266K 0.04%
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150
$261K 0.03%
12,221
-684