HA
Heartland Advisors Portfolio holdings
AUM
$1.79B
This Quarter Return
+2.9%
1 Year Return
+14.99%
3 Year Return
+55.58%
5 Year Return
+156.87%
10 Year Return
+317.07%
AUM
$1.36B
AUM Growth
+$1.36B
(+0.56%)
Cap. Flow
-$54.2M
Cap. Flow
% of AUM
-3.99%
Top 10 Holdings %
Top 10 Hldgs %
14.01%
Holding
218
New
24
Increased
64
Reduced
87
Closed
22
Top Buys
| 1 |
UMB Financial
UMBF
|
$13.5M |
| 2 |
Granite Construction
GVA
|
$9.64M |
| 3 |
IAMGOLD
IAG
|
$7.57M |
| 4 |
Heron Therapeutics
HRTX
|
$7.44M |
| 5 |
MAGN
Magnera Corporation
MAGN
|
$7.31M |
Top Sells
| 1 |
Hudson Global
HSON
|
$44.8M |
| 2 |
American Homes 4 Rent
AMH
|
$13.9M |
| 3 |
United Bankshares
UBSI
|
$12.5M |
| 4 |
Exxon Mobil
XOM
|
$12.2M |
| 5 |
HYGS
Hydrogenics Corp
HYGS
|
$11.3M |
Sector Composition
| 1 | Financials | 21.92% |
| 2 | Industrials | 17.87% |
| 3 | Healthcare | 9.41% |
| 4 | Consumer Discretionary | 8.36% |
| 5 | Materials | 7.21% |
