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
$725M
AUM Growth
+$21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.53M
3
+$4.36M
4
LUMN icon
Lumen
LUMN
+$2.77M
5
BHF icon
Brighthouse Financial
BHF
+$1.83M

Top Sells

1
+$5.78M
2
+$5.11M
3
+$5.09M
4
KSS icon
Kohl's
KSS
+$4.94M
5
INTC icon
Intel
INTC
+$4.29M

Sector Composition

1 Financials 25.03%
2 Healthcare 16.94%
3 Energy 13.06%
4 Technology 10.64%
5 Consumer Discretionary 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.05%
2,600
127
$393K 0.05%
+5,285
128
$388K 0.05%
8,562
+154
129
$388K 0.05%
14,092
+1,880
130
$358K 0.05%
13,921
+198
131
$354K 0.05%
21,136
+382
132
$352K 0.05%
2,517
+5
133
$344K 0.05%
2,000
134
$343K 0.05%
4,100
-154
135
$342K 0.05%
12,150
+220
136
$338K 0.05%
6,288
-1,572
137
$330K 0.05%
15,750
+282
138
$326K 0.05%
1,848
-42
139
$315K 0.04%
4,523
+81
140
$300K 0.04%
8,375
+150
141
$298K 0.04%
3,674
142
$292K 0.04%
5,360
143
$288K 0.04%
4,897
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144
$285K 0.04%
2,365
+10
145
$275K 0.04%
4,195
+214
146
$270K 0.04%
4,188
147
$266K 0.04%
25,760
+460
148
$260K 0.04%
5,478
149
$256K 0.04%
12,221
150
$248K 0.03%
2,855
3 4 5
6
7