HFM

Harvest Fund Management Portfolio holdings

AUM $2.12B
1-Year Est. Return 33.33%
This Quarter Est. Return
1 Year Est. Return
+33.33%
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
26
$1.5M 0.26%
5,639
+3,507
27
$1.45M 0.25%
14,689
+9,576
28
$1.42M 0.24%
3,623
+1,865
29
$1.35M 0.23%
+11,786
30
$1.34M 0.23%
3,583
+1,959
31
$1.26M 0.22%
55,000
-8,265
32
$1.22M 0.21%
65,835
+58,345
33
$1.15M 0.2%
37,273
+32,807
34
$1.13M 0.19%
13,312
+12,070
35
$1.08M 0.19%
8,171
+7,736
36
$1.01M 0.17%
5,286
-2,271
37
$938K 0.16%
34,000
38
$931K 0.16%
2,904
+2,392
39
$832K 0.14%
+5,592
40
$832K 0.14%
5,112
+3,624
41
$826K 0.14%
+3,983
42
$739K 0.13%
10,781
+7,794
43
$738K 0.13%
13,184
+12,016
44
$729K 0.13%
+6,790
45
$727K 0.12%
+5,821
46
$690K 0.12%
+27,950
47
$689K 0.12%
25,305
+1,701
48
$658K 0.11%
+3,500
49
$599K 0.1%
15,466
+13,855
50
$598K 0.1%
5,489
+4,964
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