HCM
Harvest Capital Management Portfolio holdings
AUM
$347M
1-Year Return
4.08%
This Quarter Return
-8.1%
1 Year Return
+4.08%
3 Year Return
+19.45%
5 Year Return
+15.36%
10 Year Return
–
AUM
$223M
AUM Growth
+$0
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
64.02%
Holding
78
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 3.29% |
| 2 | Energy | 3% |
| 3 | Technology | 1.47% |
| 4 | Industrials | 1.2% |
| 5 | Consumer Staples | 1.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Colgate-Palmolive
CL
$67.3B
| $209K | 0.09% |
3,200
| – | – |
|