HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $675M
1-Year Est. Return 23.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.43B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$45.8M
2
+$42.1M
3
+$17.7M
4
FCX icon
Freeport-McMoran
FCX
+$9.86M
5
NOV icon
NOV
NOV
+$7.15M

Top Sells

1
+$40.4M
2
+$25.3M
3
+$23.8M
4
ALL icon
Allstate
ALL
+$19.8M
5
WHR icon
Whirlpool
WHR
+$16.3M

Sector Composition

1 Financials 23.08%
2 Healthcare 13.59%
3 Energy 12.65%
4 Industrials 10.56%
5 Consumer Discretionary 9.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,665
152
– –
-65,160
153
– –
-1,975
3 4 5 6
7