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
$512M
AUM Growth
+$81.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$11.5M
3
+$5.37M
4
TSM icon
TSMC
TSM
+$4.16M
5
HSY icon
Hershey
HSY
+$1.43M

Top Sells

1
+$2M
2
+$1.91M
3
+$1.68M
4
TMO icon
Thermo Fisher Scientific
TMO
+$856K
5
HCA icon
HCA Healthcare
HCA
+$786K

Sector Composition

1 Healthcare 21.77%
2 Industrials 19.96%
3 Technology 14.92%
4 Financials 13.44%
5 Consumer Staples 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.07%
2,866
-1,055
127
$351K 0.07%
8,371
-702
128
$343K 0.07%
15,871
+5,955
129
$336K 0.07%
1,868
-416
130
$333K 0.07%
6,657
-23
131
$325K 0.06%
9,444
+2,316
132
$320K 0.06%
9,126
133
$316K 0.06%
12,967
-2,633
134
$313K 0.06%
763
-94
135
$309K 0.06%
11,148
-250
136
$299K 0.06%
5,310
+1,121
137
$290K 0.06%
3,416
-772
138
$285K 0.06%
31,621
139
$277K 0.05%
1,117
-65
140
$256K 0.05%
40,556
+13,062
141
$252K 0.05%
1,292
142
$234K 0.05%
1,100
-100
143
$219K 0.04%
+4,100
144
$211K 0.04%
19,499
145
$197K 0.04%
3,245
-2,164
146
$193K 0.04%
+1,980
147
$193K 0.04%
3,894
-4,511
148
$191K 0.04%
5,424
-1,912
149
$148K 0.03%
1,196
-2,994
150
$145K 0.03%
739
-335
3 4 5
6
7