HP
Harvey Partners Portfolio holdings
AUM
$1B
1-Year Return
27.46%
This Quarter Return
+15.36%
1 Year Return
+27.46%
3 Year Return
+116.93%
5 Year Return
+268.74%
10 Year Return
+772.08%
AUM
$81.1M
AUM Growth
+$1.77M
(+2.2%)
Cap. Flow
-$5.78M
Cap. Flow
% of AUM
-7.12%
Top 10 Holdings %
Top 10 Hldgs %
54.12%
Holding
45
New
8
Increased
4
Reduced
12
Closed
9
Top Buys
| 1 |
Marvell Technology
MRVL
|
$3.48M |
| 2 |
Seagate
STX
|
$2.99M |
| 3 |
OSI Systems
OSIS
|
$2.39M |
| 4 |
CF Industries
CF
|
$2.31M |
| 5 |
REV
Revlon, Inc.
REV
|
$1.26M |
Top Sells
| 1 |
Sherwin-Williams
SHW
|
$2.35M |
| 2 |
LDR
Landauer Inc
LDR
|
$2.22M |
| 3 |
Astec Industries
ASTE
|
$2.19M |
| 4 |
O-I Glass
OI
|
$2.07M |
| 5 |
Donaldson
DCI
|
$1.7M |
Sector Composition
| 1 | Technology | 35.49% |
| 2 | Materials | 22.64% |
| 3 | Communication Services | 15.86% |
| 4 | Industrials | 14.85% |
| 5 | Real Estate | 5.64% |
