HP

Harvey Partners Portfolio holdings

AUM $1.1B
1-Year Est. Return 36.12%
This Quarter Est. Return
1 Year Est. Return
+36.12%
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
+$5.65M
2
+$5.15M
3
+$4.95M
4
ALOG
Analogic Corp
ALOG
+$4.89M
5
EVC icon
Entravision Communication
EVC
+$3.78M

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
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1 2
3