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
$182M
AUM Growth
+$5.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$8.02M
2
+$5.43M
3
+$5.1M
4
QCOM icon
Qualcomm
QCOM
+$4.92M
5
PBF icon
PBF Energy
PBF
+$4.32M

Top Sells

1
+$18.8M
2
+$15.2M
3
+$7.42M
4
SUPX
SUPERTEX INC
SUPX
+$6.1M
5
AKS
AK Steel Holding Corp
AKS
+$4.62M

Sector Composition

1 Technology 21.25%
2 Industrials 18.41%
3 Consumer Discretionary 18.22%
4 Materials 13.49%
5 Communication Services 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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55
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-47,917
56
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57
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0
58
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0
59
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-428,000
60
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-10,000
61
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-280,000
1 2
3