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
$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
PEP icon
26
PepsiCo
PEP
$207B
$13.6M 0.68%
90,978
+10,233
V icon
27
Visa
V
$674B
$13.6M 0.67%
39,963
+27,531
AMD icon
28
Advanced Micro Devices
AMD
$410B
$13.2M 0.65%
128,489
-88,859
LRCX icon
29
Lam Research
LRCX
$191B
$11.9M 0.59%
163,784
+43,599
INTU icon
30
Intuit
INTU
$190B
$11.4M 0.56%
18,551
+2,077
ASML icon
31
ASML
ASML
$401B
$11.4M 0.56%
17,151
-4,514
BKNG icon
32
Booking.com
BKNG
$167B
$11.3M 0.56%
2,463
-212
MA icon
33
Mastercard
MA
$519B
$11.3M 0.56%
20,667
+6,121
SNPS icon
34
Synopsys
SNPS
$86.2B
$11.1M 0.55%
25,878
-2,468
GILD icon
35
Gilead Sciences
GILD
$150B
$10.9M 0.54%
97,254
+16,365
USO icon
36
United States Oil Fund
USO
$909M
$10.9M 0.54%
142,570
+64,734
GE icon
37
GE Aerospace
GE
$321B
$10.6M 0.53%
52,988
+43,965
ADBE icon
38
Adobe
ADBE
$148B
$10.5M 0.52%
27,472
+1,503
AMAT icon
39
Applied Materials
AMAT
$182B
$10.1M 0.5%
69,601
+10,646
APP icon
40
Applovin
APP
$210B
$9.7M 0.48%
36,659
+2,247
BABA icon
41
Alibaba
BABA
$405B
$9.53M 0.47%
72,057
-65,789
ADP icon
42
Automatic Data Processing
ADP
$114B
$9.44M 0.47%
30,896
+3,008
ABBV icon
43
AbbVie
ABBV
$403B
$9.41M 0.47%
44,926
+36,851
KLAC icon
44
KLA
KLAC
$156B
$9.28M 0.46%
13,656
+2,943
HON icon
45
Honeywell
HON
$137B
$8.79M 0.44%
41,514
-2,647
CMCSA icon
46
Comcast
CMCSA
$108B
$8.79M 0.44%
238,248
+13,603
BEKE icon
47
KE Holdings
BEKE
$20.9B
$8.4M 0.42%
418,357
-200,466
PANW icon
48
Palo Alto Networks
PANW
$147B
$8.11M 0.4%
47,565
-5,195
SBUX icon
49
Starbucks
SBUX
$97.9B
$7.43M 0.37%
75,761
+8,790
YMM icon
50
Full Truck Alliance
YMM
$13.6B
$7.28M 0.36%
627,958
+249,788
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