HEIP

Hudson Edge Investment Partners Portfolio holdings

AUM $584M
This Quarter Return
+9.71%
1 Year Return
+14.01%
3 Year Return
+52.25%
5 Year Return
+112.04%
10 Year Return
+164%
AUM
$584M
AUM Growth
+$584M
Cap. Flow
+$54.9M
Cap. Flow %
9.39%
Top 10 Hldgs %
49.11%
Holding
108
New
7
Increased
52
Reduced
32
Closed
17

Top Buys

1
INFY icon
Infosys
INFY
$51.9M
2
AMAT icon
Applied Materials
AMAT
$6.56M
3
AMCR icon
Amcor
AMCR
$5.41M
4
TSM icon
TSMC
TSM
$4.9M
5
FI icon
Fiserv
FI
$1.34M

Sector Composition

1 Technology 25.31%
2 Financials 22.32%
3 Industrials 18.08%
4 Healthcare 13.4%
5 Consumer Staples 4.71%

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