HA

Harbor Advisors Portfolio holdings

AUM $611M
1-Year Est. Return 16.12%
This Quarter Est. Return
1 Year Est. Return
+16.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1 +$1.99M
2 +$1.9M
3 +$569K
4
TWX
Time Warner Inc
TWX
+$549K
5
EVR icon
Evercore
EVR
+$540K

Sector Composition

1 Real Estate 41.85%
2 Financials 15.71%
3 Communication Services 13.34%
4 Technology 6.73%
5 Energy 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-75,000