HIP

Harrell Investment Partners Portfolio holdings

AUM $395M
1-Year Est. Return 23.33%
This Quarter Est. Return
1 Year Est. Return
+23.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$294M
AUM Growth
-$1.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$4.52M
2 +$1.78M
3 +$1.77M
4
MDT icon
Medtronic
MDT
+$966K
5
PXD
Pioneer Natural Resource Co.
PXD
+$953K

Top Sells

1 +$2.12M
2 +$1.96M
3 +$1.67M
4
MSFT icon
Microsoft
MSFT
+$1.53M
5
UNH icon
UnitedHealth
UNH
+$773K

Sector Composition

1 Technology 25.57%
2 Financials 10.15%
3 Energy 9.11%
4 Healthcare 8.8%
5 Consumer Discretionary 7.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,166
102
-1,051