HMC

Harbert Management Corporation Portfolio holdings

AUM $69.5M
1-Year Est. Return 14.51%
This Quarter Est. Return
1 Year Est. Return
+14.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
-$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$9.16M
2 +$9.09M
3 +$4.12M
4
URS
URS CORP
URS
+$4.06M
5
NWSA icon
News Corp Class A
NWSA
+$3.61M

Sector Composition

1 Technology 26.59%
2 Financials 21.6%
3 Healthcare 16.44%
4 Energy 13.1%
5 Consumer Staples 7.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0
27
-90,000
28
0
29
-225,000
30
0
31
-150,000
32
-100,000
33
-350,000
34
-150,000
35
-500,000