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
$202M
AUM Growth
+$44.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.68M
3
+$5.15M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.78M
5
AAL icon
American Airlines Group
AAL
+$4.02M

Top Sells

1
+$5.15M
2
+$4.59M
3
+$4.49M
4
SIRI icon
SiriusXM
SIRI
+$3.32M
5
TUES
Tuesday Morning Corp
TUES
+$3.01M

Sector Composition

1 Technology 24.23%
2 Industrials 23.1%
3 Materials 19%
4 Consumer Discretionary 13.4%
5 Communication Services 10.96%
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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0
54
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55
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56
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57
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-497,500
58
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-23,900
59
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60
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-730,000
61
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-455,000
62
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3