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Harrell Investment Partners Portfolio holdings

AUM $461M
1-Year Est. Return 31.07%
This Fund
S&P 500
This Quarter Est. Return
+7.54%
1 Year Est. Return
+31.07%
3 Year Est. Return
+105.25%
5 Year Est. Return
+130.23%
10 Year Est. Return
AUM
$219M
AUM Growth
Cap. Flow
+$211M
Cap. Flow %
96.15%
Top 10 Hldgs %
38.8%
Holding
79
New
79
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 11.39%
2 Financials 10.16%
3 Healthcare 6.38%
4 Energy 6.34%
5 Consumer Discretionary 5.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VEU icon
1
Vanguard FTSE All-World ex-US ETF
VEU
$65.6B
$17.1M 7.78%
+317,773
New +$16.5M
XLK icon
2
State Street Technology Select Sector SPDR ETF
XLK
$115B
$12.9M 5.87%
+281,094
New +$12M
XLV icon
3
State Street Health Care Select Sector SPDR ETF
XLV
$42.1B
$8.62M 3.93%
+84,665
New +$8.14M
XLP icon
4
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.2B
$7.56M 3.45%
+120,040
New +$7.39M
AAPL icon
5
Apple
AAPL
$4.89T
$7.42M 3.38%
+101,028
New +$6.5M
LQD icon
6
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
$6.85M 3.12%
+53,550
New +$6.82M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$186B
$6.76M 3.08%
+103,694
New +$6.58M
SPSB icon
8
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$6.68M 3.05%
+216,702
New +$6.68M
XLC icon
9
State Street Communication Services Select Sector SPDR ETF
XLC
$21.9B
$5.74M 2.61%
+106,976
New +$5.51M
MSFT icon
10
Microsoft
MSFT
$2.84T
$5.54M 2.52%
+35,120
New +$5.16M
JPM icon
11
JPMorgan Chase
JPM
$939B
$5.39M 2.46%
+38,703
New +$4.96M
IEMG icon
12
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$4.79M 2.18%
+89,069
New +$4.59M
XLY icon
13
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$21.4B
$4.76M 2.17%
+75,980
New +$4.62M
HD icon
14
Home Depot
HD
$332B
$4.07M 1.85%
+18,621
New +$4.22M
CVX icon
15
Chevron
CVX
$388B
$3.7M 1.69%
+30,700
New +$3.62M
AJG icon
16
Arthur J. Gallagher & Co
AJG
$63.7B
$3.55M 1.62%
+37,285
New +$3.41M
IEUR icon
17
iShares Core MSCI Europe ETF
IEUR
$8.66B
$3.42M 1.56%
+68,668
New +$3.27M
UNP icon
18
Union Pacific
UNP
$183B
$3.25M 1.48%
+17,958
New +$3.07M
VPL icon
19
Vanguard FTSE Pacific ETF
VPL
$8.05B
$3.09M 1.41%
+44,409
New +$3.05M
MRK icon
20
Merck
MRK
$324B
$3.06M 1.39%
+35,199
New +$2.89M
MSI icon
21
Motorola Solutions
MSI
$69.4B
$3M 1.37%
+16,986
New +$2.8M
APD icon
22
Air Products & Chemicals
APD
$66.3B
$2.99M 1.36%
+12,739
New +$2.87M
VOO icon
23
Vanguard S&P 500 ETF
VOO
$968B
$2.99M 1.36%
+10,110
New +$2.86M
CCL icon
24
Carnival Corporation Ltd
CCL
$36.1B
$2.96M 1.35%
+58,280
New +$2.6M
STIP icon
25
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$2.95M 1.34%
+29,258
New +$2.93M

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Harrell Investment Partners's Q4 2019 Portfolio in Review

Q4 2019 is the first quarter with a 13F filing on record for Harrell Investment Partners, which disclosed 79 positions worth $219M. Its ten largest holdings account for 39% of the portfolio.

Its largest position is Vanguard FTSE All-World ex-US ETF: 317,773 shares worth $17.1M.

By sector, the portfolio is most concentrated in Technology at 11% of assets, followed by Financials and Healthcare.

  • Harrell Investment Partners's largest Q4 2019 buy was Vanguard FTSE All-World ex-US ETF: 317,773 shares worth $17.1M.
  • Harrell Investment Partners's ten largest holdings make up 39% of its $219M portfolio in Q4 2019.
  • Harrell Investment Partners disclosed 79 positions in Q4 2019, its first 13F filing on record.

Based on Harrell Investment Partners's 13F filing for Q4 2019, filed 13 Feb 2020.