HEIP
Hudson Edge Investment Partners Portfolio holdings
AUM
$584M
1-Year Return
14.01%
This Quarter Return
-1.74%
1 Year Return
+14.01%
3 Year Return
+52.25%
5 Year Return
+112.04%
10 Year Return
+164%
AUM
$542M
AUM Growth
+$2.95M
(+0.55%)
Cap. Flow
+$17.5M
Cap. Flow
% of AUM
3.23%
Top 10 Holdings %
Top 10 Hldgs %
42.35%
Holding
201
New
6
Increased
84
Reduced
61
Closed
14
Top Buys
| 1 |
Duke Energy
DUK
|
$5.86M |
| 2 |
Icon
ICLR
|
$5.31M |
| 3 |
HDFC Bank
HDB
|
$3.29M |
| 4 |
TSMC
TSM
|
$2.53M |
| 5 |
Medtronic
MDT
|
$2.48M |
Top Sells
| 1 |
Entergy
ETR
|
$6.72M |
| 2 |
Quest Diagnostics
DGX
|
$4.92M |
| 3 |
Henry Schein
HSIC
|
$1.73M |
| 4 |
Xcel Energy
XEL
|
$947K |
| 5 |
Fiserv
FI
|
$715K |
Sector Composition
| 1 | Financials | 24.24% |
| 2 | Healthcare | 16.94% |
| 3 | Industrials | 16.79% |
| 4 | Technology | 15.18% |
| 5 | Consumer Staples | 5.49% |
