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HF
Hellman & Friedman Portfolio holdings
AUM
$169M
Turnover
0%
This Fund
S&P 500
This Quarter Est. Return
+17.12%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$477M
AUM Growth
–
Cap. Flow
+$451M
Cap. Flow % of AUM
Cap. Flow %
94.69%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
LPL Financial
LPLA
|
+$451M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
LPL Financial
LPLA
$25.5B
| $477M | 100% |
+12,622,129
| New | +$451M |
2013 Q2
0 quarters
|
|
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Hellman & Friedman's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Hellman & Friedman, which disclosed 1 position worth $477M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is LPL Financial: 12,622,129 shares worth $477M.
By sector, the portfolio is most concentrated in Financials at 100% of assets.
- Hellman & Friedman's largest Q2 2013 buy was LPL Financial: 12,622,129 shares worth $477M.
- Hellman & Friedman's ten largest holdings make up 100% of its $477M portfolio in Q2 2013.
- Hellman & Friedman disclosed 1 position in Q2 2013, its first 13F filing on record.
Based on Hellman & Friedman's 13F filing for Q2 2013, filed 15 Aug 2013.