HP

Highlander Partners Portfolio holdings

AUM $260M
1-Year Est. Return 40.48%
This Quarter Est. Return
1 Year Est. Return
+40.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$79.7M
AUM Growth
-$2.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.51M
2 +$1.8M
3 +$1.43M
4
INTC icon
Intel
INTC
+$991K
5
VRT icon
Vertiv
VRT
+$700K

Top Sells

1 +$1.67M
2 +$728K
3 +$544K
4
NOA
North American Construction
NOA
+$290K
5
CWST icon
Casella Waste Systems
CWST
+$219K

Sector Composition

1 Financials 36.08%
2 Consumer Discretionary 24.97%
3 Technology 15.63%
4 Healthcare 12.96%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-27,600