HHGA
Halbert Hargrove Global Advisors Portfolio holdings
AUM
$2.04B
1-Year Est. Return
16.11%
1 Year Est. Return
+16.11%
AUM
$1.9B
AUM Growth
+$147M
(+8.4%)
Holding
680
Top Buys
| 1 | +$153M | |
| 2 | +$63.4M | |
| 3 | +$2.16M | |
| 4 |
Home Depot
HD
|
+$1.79M |
| 5 |
iShares ESG Advanced MSCI USA ETF
USXF
|
+$1.66M |
Top Sells
| 1 | +$149M | |
| 2 | +$71.8M | |
| 3 | +$3.07M | |
| 4 |
Parker-Hannifin
PH
|
+$2.55M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.91M |
Sector Composition
| 1 | Technology | 0.48% |
| 2 | Consumer Discretionary | 0.46% |
| 3 | Healthcare | 0.23% |
| 4 | Communication Services | 0.13% |
| 5 | Financials | 0.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
FedEx
FDX
$63.8B
| – | – |
-1
|
|
||
677
FirstEnergy
FE
$26.1B
| – | – |
-47
|
|
||
678
Ferguson
FERG
$50.7B
| – | – |
-1
|
|
||
679
Fidelity MSCI Health Care Index ETF
FHLC
$2.84B
| – | – |
-1
|
|
||
|
FISV
680
Fiserv Inc
FISV
$36B
| – | – |
-1
|
|