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
$518M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$4.53M
3
+$2.8M
4
UDR icon
UDR
UDR
+$2.79M
5
NUE icon
Nucor
NUE
+$2.12M

Top Sells

1
+$10.8M
2
+$6.21M
3
+$5.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.61M
5
ICLR icon
Icon
ICLR
+$1.7M

Sector Composition

1 Financials 22.49%
2 Healthcare 19.14%
3 Industrials 16.63%
4 Technology 13.96%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$312K 0.06%
11,148
127
$309K 0.06%
2,285
+417
128
$295K 0.06%
3,182
129
$293K 0.06%
+19,797
130
$289K 0.06%
15,871
131
$288K 0.06%
1,071
-46
132
$281K 0.05%
2,268
-598
133
$265K 0.05%
1,292
134
$261K 0.05%
3,416
135
$247K 0.05%
1,100
136
$247K 0.05%
1,090
-1,461
137
$236K 0.05%
45,388
+4,832
138
$226K 0.04%
507
-705
139
$217K 0.04%
1,431
-1,992
140
$201K 0.04%
1,149
-1,965
141
$199K 0.04%
1,980
142
$193K 0.04%
7,688
-5,279
143
$187K 0.04%
3,304
-4,600
144
$186K 0.04%
19,499
145
$180K 0.03%
482
-281
146
$177K 0.03%
406
-566
147
$173K 0.03%
+4,936
148
$164K 0.03%
4,197
-2,460
149
$153K 0.03%
647
150
$134K 0.03%
739
4 5
6
7 8