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
151
$129K 0.02%
3,100
-1,000
152
$104K 0.02%
+3,600
153
$100K 0.02%
1,384
-1,861
154
$93.9K 0.02%
304
-14,910
155
$82.6K 0.02%
8,261
-1,916
156
$79.8K 0.02%
+539
157
$76K 0.01%
+325
158
$62.3K 0.01%
585
-611
159
$42.2K 0.01%
+2,600
160
$36.5K 0.01%
+9,550
161
$30.8K 0.01%
+400
162
$22.1K ﹤0.01%
+50
163
$20.7K ﹤0.01%
+200
164
$20.3K ﹤0.01%
+50
165
$17.3K ﹤0.01%
+850
166
$16.2K ﹤0.01%
+40
167
$15.6K ﹤0.01%
+150
168
$13.9K ﹤0.01%
+350
169
$11.6K ﹤0.01%
+40
170
$11.1K ﹤0.01%
+150
171
$11.1K ﹤0.01%
+150
172
$10.8K ﹤0.01%
+100
173
$10.1K ﹤0.01%
+100
174
$7.76K ﹤0.01%
+100
175
$4.14K ﹤0.01%
+20
5 6
7
8 9