HA

Heartland Advisors Portfolio holdings

AUM $1.79B
1-Year Est. Return 14.99%
This Quarter Est. Return
1 Year Est. Return
+14.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.15B
AUM Growth
+$25.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
226
New
Increased
Reduced
Closed

Top Buys

1 +$9.71M
2 +$6.29M
3 +$6.27M
4
USAS
Americas Gold and Silver
USAS
+$4.76M
5
WOR icon
Worthington Enterprises
WOR
+$4.61M

Top Sells

1 +$15.1M
2 +$8.23M
3 +$5.74M
4
FDX icon
FedEx
FDX
+$5.57M
5
MHK icon
Mohawk Industries
MHK
+$5.48M

Sector Composition

1 Financials 22.16%
2 Industrials 17.74%
3 Healthcare 10.74%
4 Technology 10.44%
5 Real Estate 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-100,000