HHGA

Halbert Hargrove Global Advisors Portfolio holdings

AUM $2.04B
1-Year Est. Return 16.11%
This Quarter Est. Return
1 Year Est. Return
+16.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$356M
AUM Growth
+$6.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$71.8M
2 +$1.61M
3 +$1.29M
4
LNKD
LinkedIn Corporation
LNKD
+$797K
5
PANW icon
Palo Alto Networks
PANW
+$483K

Top Sells

1 +$69.5M
2 +$2.77M
3 +$335K
4
BMY icon
Bristol-Myers Squibb
BMY
+$256K
5
RTX icon
RTX Corp
RTX
+$243K

Sector Composition

1 Communication Services 1.04%
2 Technology 1.04%
3 Healthcare 0.76%
4 Financials 0.73%
5 Consumer Staples 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-1,628
77
-3,477
78
-1,891