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
$539M
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.29M
2
+$3.97M
3
+$3.17M
4
ICLR icon
Icon
ICLR
+$2.75M
5
NUE icon
Nucor
NUE
+$1.6M

Top Sells

1
+$6.04M
2
+$5.5M
3
+$1.65M
4
LMT icon
Lockheed Martin
LMT
+$1.42M
5
UNH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$131K 0.02%
647
152
$118K 0.02%
609
-540
153
$114K 0.02%
+693
154
$113K 0.02%
304
155
$105K 0.02%
3,600
156
$96K 0.02%
398
+73
157
$92.8K 0.02%
8,261
158
$91.3K 0.02%
635
-1,633
159
$87.1K 0.02%
559
+20
160
$82.4K 0.02%
927
-457
161
$65.6K 0.01%
560
-51,525
162
$57.1K 0.01%
+2,800
163
$41.7K 0.01%
2,600
164
$33.5K 0.01%
400
165
$24.7K ﹤0.01%
50
166
$23K ﹤0.01%
50
167
$21.9K ﹤0.01%
200
168
$19.2K ﹤0.01%
150
169
$18K ﹤0.01%
40
170
$13.9K ﹤0.01%
350
171
$13.4K ﹤0.01%
150
172
$12.1K ﹤0.01%
100
173
$12.1K ﹤0.01%
40
174
$11.8K ﹤0.01%
100
175
$11K ﹤0.01%
150
4 5 6
7
8