BHG

Blue Harbour Group Portfolio holdings

AUM $353M
1-Year Est. Return 8.9%
This Quarter Est. Return
1 Year Est. Return
-8.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
+$569M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$191M
2 +$86.8M
3 +$68.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$63.7M
5
MDRX
Veradigm Inc. Common Stock
MDRX
+$51.9M

Top Sells

1 +$104M
2 +$67.7M
3 +$54.7M
4
CVLT icon
Commault Systems
CVLT
+$31.7M
5
JNPR
Juniper Networks
JNPR
+$14.3M

Sector Composition

1 Industrials 21.71%
2 Technology 16.88%
3 Financials 12.11%
4 Communication Services 8.53%
5 Energy 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-3,045,100