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HP
Havemeyer Place Portfolio holdings
AUM
$867M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$867M
AUM Growth
+$359M
(+71%)
Holding
728
Top Buys
| 1 | +$9.54M | |
| 2 | +$8.75M | |
| 3 | +$7.78M | |
| 4 |
Capital One
COF
|
+$7.56M |
| 5 |
Blackstone
BX
|
+$7.44M |
Top Sells
| 1 | +$8.56M | |
| 2 | +$5.77M | |
| 3 | +$5.25M | |
| 4 |
Applied Materials
AMAT
|
+$4.36M |
| 5 |
Boeing
BA
|
+$4.32M |
Sector Composition
| 1 | Technology | 20.54% |
| 2 | Industrials | 15.25% |
| 3 | Consumer Discretionary | 14.96% |
| 4 | Financials | 11.5% |
| 5 | Healthcare | 10.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Jefferies Financial Group
JEF
$12B
| $1.79M | 0.21% |
43,288
+35,865
|
|
||
177
Agnico Eagle Mines
AEM
$73.4B
| $1.78M | 0.21% |
+8,768
|
|
||
178
TPG
TPG
$6.85B
| $1.78M | 0.2% |
+43,823
|
|
||
179
Curtiss-Wright
CW
$27.9B
| $1.77M | 0.2% |
2,605
+2,173
|
|
||
180
Ecolab
ECL
$77.2B
| $1.77M | 0.2% |
+6,658
|
|
||
|
EXK
181
Endeavour Silver
EXK
$2.39B
| $1.76M | 0.2% |
188,738
+93,823
|
|
||
182
RH
RH
$3.13B
| $1.74M | 0.2% |
+12,470
|
|
||
183
Canadian Pacific Kansas City
CP
$80B
| $1.73M | 0.2% |
22,019
+5,887
|
|
||
184
Amkor Technology
AMKR
$17.5B
| $1.73M | 0.2% |
+38,453
|
|
||
185
Albemarle
ALB
$14.9B
| $1.73M | 0.2% |
9,641
+3,115
|
|
||
186
Shake Shack
SHAK
$2.36B
| $1.71M | 0.2% |
19,362
+14,954
|
|
||
187
Baidu
BIDU
$40B
| $1.71M | 0.2% |
15,357
+7,370
|
|
||
188
AST SpaceMobile
ASTS
$21.9B
| $1.71M | 0.2% |
20,632
+11,222
|
|
||
189
Teva Pharmaceuticals
TEVA
$38.4B
| $1.71M | 0.2% |
56,695
-4,583
|
|
||
190
Quest Diagnostics
DGX
$23B
| $1.7M | 0.2% |
8,663
+8,261
|
|
||
191
Globus Medical
GMED
$10.6B
| $1.69M | 0.19% |
19,584
+4,380
|
|
||
192
XP
XP
$8.74B
| $1.67M | 0.19% |
87,903
+36,240
|
|
||
193
Delta Air Lines
DAL
$57.4B
| $1.67M | 0.19% |
25,094
+8,982
|
|
||
194
Birkenstock
BIRK
$8.36B
| $1.66M | 0.19% |
46,314
+18,334
|
|
||
195
Philip Morris
PM
$283B
| $1.66M | 0.19% |
10,033
-16,053
|
|
||
196
Labcorp
LH
$22.7B
| $1.65M | 0.19% |
6,191
-2,487
|
|
||
|
TTAN
197
ServiceTitan Inc
TTAN
$7.41B
| $1.65M | 0.19% |
+25,926
|
|
||
198
PACCAR
PCAR
$65.6B
| $1.64M | 0.19% |
14,235
+14,032
|
|
||
199
Tyson Foods
TSN
$20.4B
| $1.63M | 0.19% |
25,486
+24,121
|
|
||
200
Sprouts Farmers Market
SFM
$7.6B
| $1.62M | 0.19% |
20,943
+805
|
|