HIP

Hengistbury Investment Partners Portfolio holdings

AUM $146M
1-Year Est. Return 50.84%
This Quarter Est. Return
1 Year Est. Return
+50.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$588M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$46.7M
2 +$36.9M
3 +$11.6M

Top Sells

1 +$38.9M
2 +$32.3M
3 +$206K

Sector Composition

1 Communication Services 35.2%
2 Financials 33.2%
3 Healthcare 23.65%
4 Materials 7.94%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$207M 35.2%
766,488
-764
2
$158M 26.92%
1,913,572
+140,000
3
$109M 18.53%
1,811,954
4
$46.7M 7.94%
+457,000
5
$36.9M 6.28%
+363,000
6
$30.1M 5.12%
790,049
7
-248,500
8
-472,000