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
176
$9.02K ﹤0.01%
100
177
$7.19K ﹤0.01%
100
-76,479
178
$4.5K ﹤0.01%
20
179
$3.3K ﹤0.01%
15
180
$3.26K ﹤0.01%
33
181
$3.21K ﹤0.01%
14
182
$3.09K ﹤0.01%
14
183
$2.88K ﹤0.01%
24
184
$2.86K ﹤0.01%
23
185
$2.72K ﹤0.01%
22
186
$2.7K ﹤0.01%
17
187
$2.66K ﹤0.01%
20
188
$2.48K ﹤0.01%
61
189
$2.29K ﹤0.01%
34
190
$2.13K ﹤0.01%
24
191
$1.8K ﹤0.01%
44
192
$1.73K ﹤0.01%
30
193
$1.34K ﹤0.01%
12
194
– –
-9,550
195
– –
-4,197
196
– –
-3,100
197
– –
-850
4 5 6 7
8