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
$562M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$8.84M
2
+$5.05M
3
+$3.59M
4
NWL icon
Newell Brands
NWL
+$2.8M
5
SJM icon
J.M. Smucker
SJM
+$2.56M

Top Sells

1
+$11.5M
2
+$10.8M
3
+$7.73M
4
XOM icon
Exxon Mobil
XOM
+$3.01M
5
HCA icon
HCA Healthcare
HCA
+$2.37M

Sector Composition

1 Financials 19.87%
2 Healthcare 15.99%
3 Energy 14.2%
4 Technology 10.36%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$200K 0.04%
1,217
+58
152
– –
-121,313
153
– –
-15,037
154
– –
-6,637
155
– –
-10,100
156
– –
-194,581
157
– –
-15,843
158
– –
-5,356
3 4 5 6
7