HIP

HUB Investment Partners Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.33%
This Quarter Est. Return
1 Year Est. Return
+21.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$474M
AUM Growth
+$218M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$40.9M
2 +$12.2M
3 +$9.58M
4
ACEL icon
Accel Entertainment
ACEL
+$7.04M
5
MSFT icon
Microsoft
MSFT
+$6.37M

Top Sells

1 +$5.03M
2 +$2.86M
3 +$2.38M
4
LFST icon
Lifestance Health
LFST
+$1.44M
5
DKNG icon
DraftKings
DKNG
+$613K

Sector Composition

1 Technology 11.94%
2 Consumer Discretionary 5.35%
3 Healthcare 4.51%
4 Energy 4.39%
5 Financials 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-20,534
227
0
228
-239,885