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
$542M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$5.86M
2
+$5.31M
3
+$3.29M
4
TSM icon
TSMC
TSM
+$2.53M
5
MDT icon
Medtronic
MDT
+$2.48M

Top Sells

1
+$6.72M
2
+$4.92M
3
+$1.73M
4
XEL icon
Xcel Energy
XEL
+$947K
5
FISV
Fiserv Inc
FISV
+$715K

Sector Composition

1 Financials 24.24%
2 Healthcare 16.94%
3 Industrials 16.79%
4 Technology 15.18%
5 Consumer Staples 5.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$35.7K 0.01%
400
152
$32.5K 0.01%
200
-447
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$26.3K ﹤0.01%
50
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$22.7K ﹤0.01%
50
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$18.9K ﹤0.01%
150
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$17.3K ﹤0.01%
200
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$15.4K ﹤0.01%
350
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$14.8K ﹤0.01%
40
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$12.7K ﹤0.01%
150
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$12.3K ﹤0.01%
100
161
$10.9K ﹤0.01%
100
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$10.9K ﹤0.01%
150
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$10.5K ﹤0.01%
40
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$8.23K ﹤0.01%
100
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$6.23K ﹤0.01%
100
166
$5.74K ﹤0.01%
100
-7,611
167
$4.4K ﹤0.01%
20
168
$3.59K ﹤0.01%
+50
169
$3.43K ﹤0.01%
33
170
$2.78K ﹤0.01%
18
+1
171
$2.77K ﹤0.01%
11
-4
172
$2.73K ﹤0.01%
19
-5
173
$2.62K ﹤0.01%
14
174
$2.55K ﹤0.01%
22
175
$2.51K ﹤0.01%
14
4 5 6
7
8