HCM
Hestia Capital Management Portfolio holdings
AUM
$134M
This Quarter Return
+23.46%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$8.71M
(+7.4%)
Cap. Flow
-$18.4M
Cap. Flow
% of AUM
-14.56%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
30
New
–
Increased
1
Reduced
1
Closed
–
Top Buys
| 1 |
Kohl's
KSS
|
+$450K |
Top Sells
| 1 |
Pitney Bowes
PBI
|
+$18.9M |
Sector Composition
| 1 | Industrials | 98.02% |
| 2 | Consumer Discretionary | 1.98% |
| 3 | Financials | 0% |
| 4 | Materials | 0% |
| 5 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Tesla
TSLA
$1.12T
| – | – |
0
| – | – |
|
27
Uber
UBER
$197B
| – | – |
0
| – | – |
|
28
UFP Industries
UFPI
$6.01B
| – | – |
0
| – | – |
|
29
Watsco
WSO
$16.6B
| – | – |
0
| – | – |
|
30
Wynn Resorts
WYNN
$12.8B
| – | – |
0
| – | – |
|