HEIP
Hudson Edge Investment Partners Portfolio holdings
AUM
$584M
This Quarter Return
+1.78%
1 Year Return
+14.01%
3 Year Return
+52.25%
5 Year Return
+112.04%
10 Year Return
+164%
AUM
$356M
AUM Growth
+$356M
(+3.5%)
Cap. Flow
+$7.25M
Cap. Flow
% of AUM
2.03%
Top 10 Holdings %
Top 10 Hldgs %
20.83%
Holding
150
New
14
Increased
23
Reduced
48
Closed
6
Top Buys
| 1 |
Wells Fargo
WFC
|
$5.94M |
| 2 |
Coterra Energy
CTRA
|
$2.99M |
| 3 |
AbbVie
ABBV
|
$2.18M |
| 4 |
Simon Property Group
SPG
|
$1.46M |
| 5 |
ConocoPhillips
COP
|
$1.31M |
Top Sells
| 1 |
Devon Energy
DVN
|
$4.77M |
| 2 |
Boston Scientific
BSX
|
$1.62M |
| 3 |
RPM International
RPM
|
$1.42M |
| 4 |
McKesson
MCK
|
$1.41M |
| 5 |
Apple
AAPL
|
$1.29M |
Sector Composition
| 1 | Financials | 18.95% |
| 2 | Healthcare | 15.41% |
| 3 | Industrials | 10.82% |
| 4 | Energy | 9.82% |
| 5 | Technology | 9.16% |
