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
151
$133K 0.03%
+647
152
$117K 0.02%
+10,177
153
$112K 0.02%
+2,970
154
$93.2K 0.02%
+1,257
155
$81.7K 0.02%
+894
156
$81.3K 0.02%
+607
157
$58.1K 0.01%
+628
158
$57.9K 0.01%
+252
159
$33.2K 0.01%
+4,219