HP

Harvey Partners Portfolio holdings

AUM $1B
1-Year Est. Return 27.46%
This Quarter Est. Return
1 Year Est. Return
+27.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$49.1M
AUM Growth
+$9.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$5.93M
2 +$3.99M
3 +$2.42M
4
ATVI
Activision Blizzard
ATVI
+$1.96M
5
SCOR icon
Comscore
SCOR
+$1.92M

Top Sells

1 +$4.55M
2 +$2.06M
3 +$1.73M
4
LRCX icon
Lam Research
LRCX
+$1.72M
5
ODC icon
Oil-Dri
ODC
+$1.47M

Sector Composition

1 Technology 41.98%
2 Industrials 25.12%
3 Materials 19.2%
4 Consumer Discretionary 6.71%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-111,000
27
-180,000
28
0
29
0