We are live on ! Find out more
HP

Harvey Partners Portfolio holdings

AUM $1.23B
1-Year Est. Return 64.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+64.44%
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
+$7.87M
2
+$5.11M
3
+$5.04M
4
QCOM icon
Qualcomm
QCOM
+$4.7M
5
PBF icon
PBF Energy
PBF
+$4.45M

Top Sells

1
+$15.5M
2
+$14.4M
3
+$6.62M
4
SUPX
SUPERTEX INC
SUPX
+$5.53M
5
AKS
AK Steel Holding Corp
AKS
+$4.33M

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
– –
-280,000
52
– –
-450,000
53
– –
-200,000
54
– –
0
55
– –
-200,000
56
– –
-47,917
57
– –
-46,750
58
– –
0
59
– –
0
60
– –
-428,000
61
– –
-10,000
1 2
3