HFM
Harvest Fund Management Portfolio holdings
AUM
$2.12B
1-Year Return
33.33%
This Quarter Return
+15.92%
1 Year Return
+33.33%
3 Year Return
+209.36%
5 Year Return
+393.34%
10 Year Return
–
AUM
$1.11B
AUM Growth
+$472M
(+73%)
Cap. Flow
+$423M
Cap. Flow
% of AUM
37.98%
Top 10 Holdings %
Top 10 Hldgs %
42.58%
Holding
802
New
146
Increased
281
Reduced
132
Closed
129
Top Buys
| 1 |
Microsoft
MSFT
|
+$31.4M |
| 2 |
NVIDIA
NVDA
|
+$25.5M |
| 3 |
Meta Platforms (Facebook)
META
|
+$22.3M |
| 4 |
Amazon
AMZN
|
+$20.7M |
| 5 |
Apple
AAPL
|
+$20.4M |
Top Sells
| 1 |
Gaotu Techedu
GOTU
|
+$13.4M |
| 2 |
Yum China
YUMC
|
+$10M |
| 3 |
Kanzhun
BZ
|
+$7.06M |
| 4 |
Alibaba
BABA
|
+$1.59M |
| 5 |
UnitedHealth
UNH
|
+$817K |
Sector Composition
| 1 | Technology | 39.74% |
| 2 | Consumer Discretionary | 17.6% |
| 3 | Communication Services | 13.2% |
| 4 | Consumer Staples | 10.84% |
| 5 | Healthcare | 5.44% |
