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
$518M
AUM Growth
+$5.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$51M
2
+$4.53M
3
+$2.8M
4
UDR icon
UDR
UDR
+$2.79M
5
NUE icon
Nucor
NUE
+$2.12M

Top Sells

1
+$10.8M
2
+$6.21M
3
+$5.2M
4
ZBRA icon
Zebra Technologies
ZBRA
+$4.61M
5
ICLR icon
Icon
ICLR
+$1.7M

Sector Composition

1 Financials 22.49%
2 Healthcare 19.14%
3 Industrials 16.63%
4 Technology 13.96%
5 Consumer Staples 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$3.4K ﹤0.01%
+33
177
$3.06K ﹤0.01%
+14
178
$2.94K ﹤0.01%
23
-605
179
$2.61K ﹤0.01%
24
-583
180
$2.59K ﹤0.01%
+14
181
$2.58K ﹤0.01%
+15
182
$2.42K ﹤0.01%
+17
183
$2.42K ﹤0.01%
+20
184
$2.4K ﹤0.01%
+22
185
$2.17K ﹤0.01%
+34
186
$2.09K ﹤0.01%
+61
187
$1.83K ﹤0.01%
+24
188
$1.57K ﹤0.01%
+44
189
$1.52K ﹤0.01%
+30
190
$1.28K ﹤0.01%
+12
191
– –
-6,238
192
– –
-3,894
193
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-1,257
194
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-4,219
195
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-5,679
196
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-2,970
197
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-894
198
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-8,953
199
– –
-252
200
– –
-5,424
5 6 7
8
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