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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
$158M
AUM Growth
-$6.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$5.48M
2
+$5.22M
3
+$5.2M
4
EVC icon
Entravision Communication
EVC
+$4.81M
5
XRM
Xerium Technologies Inc (new)
XRM
+$4.77M

Top Sells

1
+$5.43M
2
+$5.22M
3
+$5.06M
4
GEF icon
Greif
GEF
+$5.05M
5
QCOM icon
Qualcomm
QCOM
+$4.95M

Sector Composition

1 Technology 21.79%
2 Industrials 21.45%
3 Materials 18.21%
4 Consumer Discretionary 15.14%
5 Communication Services 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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53
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54
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55
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56
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58
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59
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65
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66
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-400,000
1 2
3