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
551
$19K ﹤0.01%
32
-155
552
$19K ﹤0.01%
560
+280
553
$18K ﹤0.01%
+628
554
$18K ﹤0.01%
272
-4,461
555
$18K ﹤0.01%
1,754
-4,375
556
$17K ﹤0.01%
468
557
$17K ﹤0.01%
172
558
$17K ﹤0.01%
136
+27
559
$17K ﹤0.01%
1,047
560
$16K ﹤0.01%
430
561
$16K ﹤0.01%
+346
562
$16K ﹤0.01%
+1,075
563
$15K ﹤0.01%
303
-13,440
564
$15K ﹤0.01%
209
565
$15K ﹤0.01%
111
-3,258
566
$15K ﹤0.01%
181
-1,031
567
$14K ﹤0.01%
+219
568
$14K ﹤0.01%
33
-611
569
$14K ﹤0.01%
28
+22
570
$14K ﹤0.01%
145
+121
571
$14K ﹤0.01%
261
+1
572
$13K ﹤0.01%
125
-6,175
573
$13K ﹤0.01%
72
+36
574
$12K ﹤0.01%
210
-60
575
$12K ﹤0.01%
119
-5,192
21 22
23
24 25