HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.8M
3
+$6.68M
4
MSFT icon
Microsoft
MSFT
+$4.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.63M

Top Sells

1
+$39.4M
2
+$28.7M
3
+$15.3M
4
YUMC icon
Yum China
YUMC
+$10.9M
5
BABA icon
Alibaba
BABA
+$9.26M

Sector Composition

1 Consumer Discretionary 35.73%
2 Technology 25.21%
3 Communication Services 21.1%
4 Healthcare 6.28%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-4,253
427
– –
-3,000
428
– –
-1,250
429
– –
-3,876
430
– –
-777
431
– –
-8,710
432
– –
-4,348
433
– –
-200,000
434
– –
-56
435
– –
-16
436
– –
-279,378
437
– –
-1,183
438
– –
-1,829
439
– –
-625
440
– –
-3,848
441
– –
-437
442
– –
-33,202
443
– –
-1,280
444
– –
-1,000
445
– –
-873
446
– –
-10,894
447
– –
-1,400
448
– –
-23,213
449
– –
-5,045
450
– –
-12,404
16 17
18
19 20