HC

Hourglass Capital Portfolio holdings

AUM $405M
1-Year Est. Return 19.98%
This Quarter Est. Return
1 Year Est. Return
+19.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$5.46M
2 +$5.04M
3 +$5.02M
4
PFE icon
Pfizer
PFE
+$4.91M
5
GM icon
General Motors
GM
+$1.18M

Top Sells

1 +$2.66M
2 +$2.49M
3 +$1.98M
4
MTB icon
M&T Bank
MTB
+$1.79M
5
CNR
Core Natural Resources Inc
CNR
+$1.73M

Sector Composition

1 Energy 17.29%
2 Financials 16.74%
3 Technology 15.24%
4 Healthcare 12.53%
5 Materials 11.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-198,962
102
-60,000