HP

Hartree Partners Portfolio holdings

AUM $288M
1-Year Est. Return 28.44%
This Quarter Est. Return
1 Year Est. Return
+28.44%
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
+$26.4M
2
+$22.1M
3
+$8.39M
4
CP icon
Canadian Pacific Kansas City
CP
+$5.15M
5
CVE icon
Cenovus Energy
CVE
+$3.72M

Top Sells

1
+$20.1M
2
+$3.78M
3
+$2.85M
4
VAL icon
Valaris
VAL
+$2.54M
5
NE icon
Noble Corp
NE
+$2.41M

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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