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
$269M
AUM Growth
-$5.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.92M
2 +$2.87M
3 +$1.6M
4
KEY icon
KeyCorp
KEY
+$1.19M
5
LMT icon
Lockheed Martin
LMT
+$936K

Top Sells

1 +$4.51M
2 +$776K
3 +$738K
4
UNH icon
UnitedHealth
UNH
+$691K
5
SJM icon
J.M. Smucker
SJM
+$658K

Sector Composition

1 Financials 19.15%
2 Healthcare 18.16%
3 Technology 11.05%
4 Industrials 10.55%
5 Consumer Staples 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-11,664
152
-4,576