HP

Hartree Partners Portfolio holdings

AUM $274M
1-Year Est. Return 36.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+36.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$21M
3
+$9.12M
4
CP icon
Canadian Pacific Kansas City
CP
+$5.17M
5
CVE icon
Cenovus Energy
CVE
+$3.91M

Top Sells

1
+$20.1M
2
+$3.81M
3
+$2.75M
4
VAL icon
Valaris
VAL
+$2.72M
5
MRO
Marathon Oil Corporation
MRO
+$2.56M

Sector Composition

1 Energy 77.92%
2 Materials 8.61%
3 Industrials 5.52%
4 Utilities 4.29%
5 Consumer Staples 2.62%
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