HEIP
Hudson Edge Investment Partners Portfolio holdings
AUM
$584M
1-Year Return
14.01%
This Quarter Return
+6.01%
1 Year Return
+14.01%
3 Year Return
+52.25%
5 Year Return
+112.04%
10 Year Return
+164%
AUM
$539M
AUM Growth
+$21.8M
(+4.2%)
Cap. Flow
-$2.64M
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
41.13%
Holding
199
New
7
Increased
36
Reduced
75
Closed
4
Top Buys
| 1 |
Oneok
OKE
|
$5.29M |
| 2 |
Medtronic
MDT
|
$3.97M |
| 3 |
UDR
UDR
|
$3.17M |
| 4 |
Icon
ICLR
|
$2.75M |
| 5 |
Nucor
NUE
|
$1.6M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$6.04M |
| 2 |
Coca-Cola
KO
|
$5.5M |
| 3 |
JPMorgan Chase
JPM
|
$1.65M |
| 4 |
Lockheed Martin
LMT
|
$1.42M |
| 5 |
UnitedHealth
UNH
|
$1.3M |
Sector Composition
| 1 | Financials | 22.26% |
| 2 | Healthcare | 19.93% |
| 3 | Industrials | 16.65% |
| 4 | Technology | 13.9% |
| 5 | Consumer Staples | 5.42% |
