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
$2.02B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$17.4M
3
+$10.9M
4
V icon
Visa
V
+$9.35M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$8.82M

Top Sells

1
+$15.3M
2
+$11.7M
3
+$9.13M
4
BABA icon
Alibaba
BABA
+$8.7M
5
AVGO icon
Broadcom
AVGO
+$7.42M

Sector Composition

1 Technology 42.93%
2 Consumer Discretionary 17.35%
3 Communication Services 13.98%
4 Healthcare 5.94%
5 Consumer Staples 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$113K 0.01%
4,054
+3,114
427
$112K 0.01%
+366
428
$111K 0.01%
1,043
-925
429
$107K 0.01%
1,193
-43
430
$107K 0.01%
+5,023
431
$106K 0.01%
1,270
+45
432
$105K 0.01%
1,602
433
$104K 0.01%
2,003
-1,626
434
$102K 0.01%
1,066
-8,795
435
$102K 0.01%
1,114
-751
436
$99K ﹤0.01%
1,238
+1,177
437
$99K ﹤0.01%
1,319
-974
438
$99K ﹤0.01%
+1,084
439
$97K ﹤0.01%
2,652
440
$97K ﹤0.01%
1,019
-7,999
441
$96K ﹤0.01%
+638
442
$96K ﹤0.01%
+437
443
$96K ﹤0.01%
+1,462
444
$95K ﹤0.01%
+755
445
$95K ﹤0.01%
+1,931
446
$94K ﹤0.01%
2,277
-8,319
447
$93K ﹤0.01%
733
+570
448
$92K ﹤0.01%
493
+468
449
$91K ﹤0.01%
+982
450
$90K ﹤0.01%
4,727
-38,774
16 17
18
19 20