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
$385M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$32.2M
2
+$13.5M
3
+$11.3M
4
SDRL icon
Seadrill
SDRL
+$10.7M
5
VLO icon
Valero Energy
VLO
+$6.11M

Top Sells

1
+$8.01M
2
+$6.9M
3
+$6.66M
4
ALB icon
Albemarle
ALB
+$5.29M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.82M

Sector Composition

1 Energy 63.43%
2 Utilities 19.74%
3 Materials 11.06%
4 Consumer Discretionary 2.37%
5 Industrials 1.5%
Name Market Value Portfolio Weight Shares or Principal Change
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