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
$2.12B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$7.88M
2 +$6.51M
3 +$4.45M
4
PDD icon
Pinduoduo
PDD
+$4.43M
5
USO icon
United States Oil Fund
USO
+$4.4M

Top Sells

1 +$31.1M
2 +$19M
3 +$18.9M
4
META icon
Meta Platforms (Facebook)
META
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Sector Composition

1 Technology 45.72%
2 Consumer Discretionary 16.6%
3 Communication Services 14.04%
4 Healthcare 5.06%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WPM icon
526
Wheaton Precious Metals
WPM
$47.3B
$10K ﹤0.01%
+117
LHX icon
527
L3Harris
LHX
$54.1B
$9K ﹤0.01%
+37
NUS icon
528
Nu Skin
NUS
$469M
$9K ﹤0.01%
+1,073
OXY icon
529
Occidental Petroleum
OXY
$42.1B
$9K ﹤0.01%
217
-1,714
WGS icon
530
GeneDx Holdings
WGS
$3.7B
$9K ﹤0.01%
165
RBRK icon
531
Rubrik
RBRK
$14.1B
$9K ﹤0.01%
100
-1,200
GPOR icon
532
Gulfport Energy Corp
GPOR
$4.06B
$8K ﹤0.01%
42
VCTR icon
533
Victory Capital Holdings
VCTR
$4.11B
$8K ﹤0.01%
122
-7,041
CMI icon
534
Cummins
CMI
$63.9B
$7K ﹤0.01%
20
-476
CYBR icon
535
CyberArk
CYBR
$24.6B
$7K ﹤0.01%
16
OTTR icon
536
Otter Tail
OTTR
$3.48B
$7K ﹤0.01%
90
-1,720
STE icon
537
Steris
STE
$25.4B
$7K ﹤0.01%
29
+9
TEL icon
538
TE Connectivity
TEL
$69.8B
$7K ﹤0.01%
44
CTVA icon
539
Corteva
CTVA
$44.6B
$6K ﹤0.01%
87
CYH icon
540
Community Health Systems
CYH
$452M
$6K ﹤0.01%
+1,845
SHW icon
541
Sherwin-Williams
SHW
$82.3B
$6K ﹤0.01%
17
-1,528
TFC icon
542
Truist Financial
TFC
$57.4B
$6K ﹤0.01%
130
-5,097
TRU icon
543
TransUnion
TRU
$15.7B
$6K ﹤0.01%
71
-110
WU icon
544
Western Union
WU
$2.81B
$6K ﹤0.01%
537
FHI icon
545
Federated Hermes
FHI
$3.81B
$6K ﹤0.01%
141
PHIN icon
546
Phinia Inc
PHIN
$2.09B
$6K ﹤0.01%
139
BAP icon
547
Credicorp
BAP
$20.1B
$5K ﹤0.01%
+21
BVN icon
548
Compañía de Minas Buenaventura
BVN
$5.98B
$5K ﹤0.01%
+288
CBOE icon
549
Cboe Global Markets
CBOE
$27B
$5K ﹤0.01%
21
CINF icon
550
Cincinnati Financial
CINF
$25.6B
$5K ﹤0.01%
33