HIS

Horizon Investment Services Portfolio holdings

AUM $228M
1-Year Est. Return 37%
This Quarter Est. Return
1 Year Est. Return
+37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$228M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1 +$2.74M
2 +$2.38M
3 +$1.96M
4
EXEL icon
Exelixis
EXEL
+$1.42M
5
APH icon
Amphenol
APH
+$1.03M

Top Sells

1 +$5.43M
2 +$1.96M
3 +$1.58M
4
GMED icon
Globus Medical
GMED
+$1.05M
5
EOG icon
EOG Resources
EOG
+$1.02M

Sector Composition

1 Technology 25.01%
2 Financials 14.77%
3 Communication Services 13.84%
4 Industrials 6.51%
5 Healthcare 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVRG icon
126
Evergy
EVRG
$17.9B
-4,302
FI icon
127
Fiserv
FI
$66.1B
-24,610
GMED icon
128
Globus Medical
GMED
$8.05B
-14,335
LNTH icon
129
Lantheus
LNTH
$3.78B
-2,891
MWA icon
130
Mueller Water Products
MWA
$3.95B
-62,108