HLA

Hamilton Lane Advisors Portfolio holdings

AUM $174M
1-Year Est. Return 114.4%
This Quarter Est. Return
1 Year Est. Return
+114.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
-$50.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$28.2M
2 +$6.04M
3 +$2.17M
4
CXM icon
Sprinklr
CXM
+$1.05M
5
MNDY icon
monday.com
MNDY
+$1.01M

Top Sells

1 +$38.7M
2 +$5.84M
3 +$3.6M
4
ABNB icon
Airbnb
ABNB
+$3.06M
5
GTM
ZoomInfo Technologies
GTM
+$2.98M

Sector Composition

1 Energy 28.88%
2 Financials 28.74%
3 Technology 28.42%
4 Consumer Discretionary 5.52%
5 Consumer Staples 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-13,946
52
-5,364
53
-5,061
54
-19,255
55
-4,004,614