HMC

Harvard Management Company Portfolio holdings

AUM $1.44B
1-Year Est. Return 33.17%
This Quarter Est. Return
1 Year Est. Return
+33.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
-$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$333M
2
+$55.1M
3
+$49.2M
4
META icon
Meta Platforms (Facebook)
META
+$38.2M
5
AFRM icon
Affirm
AFRM
+$32.2M

Top Sells

1
+$163M
2
+$155M
3
+$146M
4
MSFT icon
Microsoft
MSFT
+$61.7M
5
PANW icon
Palo Alto Networks
PANW
+$35.2M

Sector Composition

1 Healthcare 38.04%
2 Technology 27.47%
3 Consumer Discretionary 12.12%
4 Communication Services 10.39%
5 Financials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$333M 19.19%
+2,434,903
2
$293M 16.85%
7,142,856
-3,571,428
3
$207M 11.94%
2,678,571
4
$181M 10.39%
519,456
+109,761
5
$91.3M 5.25%
1,475,658
-569,742
6
$90.3M 5.2%
4,105,095
7
$81.7M 4.7%
688,549
-1,373,895
8
$55.1M 3.17%
+1,509,254
9
$49.2M 2.83%
+408,912
10
$36.5M 2.1%
186,143
+96,667
11
$36.2M 2.08%
102,222
-5,722
12
$32.2M 1.85%
+477,421
13
$28.1M 1.62%
65,342
-174
14
$25.3M 1.46%
1,069,600
-206,667
15
$21.3M 1.22%
670,382
16
$20.5M 1.18%
186,396
17
$19.8M 1.14%
541,124
18
$16.4M 0.94%
562,379
19
$15.2M 0.88%
91,955
-4,707
20
$14.2M 0.82%
51,901
21
$13.8M 0.79%
51,235
22
$11.6M 0.67%
498,001
23
$9.22M 0.53%
468,749
24
$8.38M 0.48%
162,699
-13,238
25
$8.35M 0.48%
314,762
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