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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.17M
3
+$6.52M
4
BABA icon
Alibaba
BABA
+$6.21M
5
EDU icon
New Oriental
EDU
+$5.14M

Top Sells

1
+$7.17M
2
+$4.56M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
MCK icon
McKesson
MCK
+$1.03M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.39%
3 Communication Services 12.54%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.69%
207,636
+14,594
27
$3.11M 0.68%
31,753
+12,043
28
$2.92M 0.64%
15,960
-1,434
29
$2.89M 0.64%
13,631
+6,342
30
$2.73M 0.6%
73,200
-7,230
31
$2.73M 0.6%
144,656
-15,640
32
$2.58M 0.57%
5,199
-1,024
33
$2.55M 0.56%
15,991
-1,209
34
$2.45M 0.54%
5,181
-1,290
35
$2.31M 0.51%
6,727
-1,437
36
$2.17M 0.48%
11,899
+1,535
37
$2.13M 0.47%
5,537
+2,268
38
$2.12M 0.47%
31,994
-851
39
$2.06M 0.45%
77,628
-2,170
40
$1.83M 0.4%
5,037
-2,211
41
$1.82M 0.4%
14,241
+3,594
42
$1.78M 0.39%
19,105
+11,615
43
$1.76M 0.39%
14,304
+4,958
44
$1.34M 0.29%
10,929
+297
45
$1.32M 0.29%
12,461
+910
46
$1.29M 0.28%
20,825
-9,585
47
$1.25M 0.28%
12,036
+5,457
48
$1.25M 0.28%
5,170
-772
49
$1.25M 0.28%
6,722
+350
50
$1.23M 0.27%
2,761
+645
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2
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