HP
Harvey Partners Portfolio holdings
AUM
$1B
1-Year Return
27.46%
This Quarter Return
+4.15%
1 Year Return
+27.46%
3 Year Return
+116.93%
5 Year Return
+268.74%
10 Year Return
+772.08%
AUM
$94M
AUM Growth
-$42.9M
(-31%)
Cap. Flow
-$45.9M
Cap. Flow
% of AUM
-48.8%
Top 10 Holdings %
Top 10 Hldgs %
48.35%
Holding
49
New
13
Increased
1
Reduced
19
Closed
13
Top Buys
| 1 |
Applied Materials
AMAT
|
$5.4M |
| 2 |
FedEx
FDX
|
$3.66M |
| 3 |
FMC
FMC
|
$3.13M |
| 4 |
Dycom Industries
DY
|
$2.91M |
| 5 |
Huntington Ingalls Industries
HII
|
$2.47M |
Top Sells
| 1 |
Alphabet (Google) Class A
GOOGL
|
$7.78M |
| 2 |
Builders FirstSource
BLDR
|
$6.26M |
| 3 |
Orion
OEC
|
$5.61M |
| 4 |
Skyworks Solutions
SWKS
|
$5.53M |
| 5 |
Vishay Precision Group
VPG
|
$5.15M |
Sector Composition
| 1 | Technology | 30.82% |
| 2 | Industrials | 19.62% |
| 3 | Materials | 19.59% |
| 4 | Communication Services | 13.46% |
| 5 | Consumer Discretionary | 5.8% |
