HAM

HHR Asset Management Portfolio holdings

AUM $552M
1-Year Est. Return 15.61%
This Quarter Est. Return
1 Year Est. Return
-15.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
-$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$54.4M
2 +$47.6M
3 +$43.8M
4
TSLA icon
Tesla
TSLA
+$30.2M
5
V icon
Visa
V
+$12.4M

Top Sells

1 +$62.1M
2 +$58.2M
3 +$38.2M
4
STMP
Stamps.com, Inc.
STMP
+$30.5M
5
LULU icon
lululemon athletica
LULU
+$24.7M

Sector Composition

1 Consumer Discretionary 35.81%
2 Technology 32.35%
3 Communication Services 17.21%
4 Financials 10.89%
5 Healthcare 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-21,439
52
-314,324
53
-374,183