HMC

Harbert Management Corporation Portfolio holdings

AUM $69.5M
1-Year Est. Return 21.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$11.6M
2 +$10.6M
3 +$9.74M
4
L icon
Loews
L
+$8.96M
5
MRO
Marathon Oil Corporation
MRO
+$8.45M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.29%
2 Technology 18.72%
3 Healthcare 13.65%
4 Energy 12.9%
5 Consumer Staples 11.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
0
28
0