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
51
$1.22M 0.27%
3,527
-1,676
52
$1.21M 0.27%
+7,980
53
$1.2M 0.26%
452
+170
54
$1.19M 0.26%
12,820
-3,172
55
$1.18M 0.26%
4,011
-2,164
56
$1.17M 0.26%
60,033
+4,600
57
$1.13M 0.25%
5,363
+1,127
58
$1.12M 0.25%
21,220
+5,980
59
$1.1M 0.24%
2,745
+573
60
$1.04M 0.23%
2,685
+955
61
$1.01M 0.22%
12,242
+750
62
$979K 0.22%
1,438
+405
63
$945K 0.21%
9,072
-2,213
64
$933K 0.21%
46,529
+3,024
65
$931K 0.2%
2
66
$899K 0.2%
110,173
+8,783
67
$824K 0.18%
2,885
+1,187
68
$800K 0.18%
+4,007
69
$755K 0.17%
25,432
-2,274
70
$753K 0.17%
8,703
+144
71
$740K 0.16%
23,731
+1,896
72
$733K 0.16%
1,580
+893
73
$723K 0.16%
3,617
-2,471
74
$687K 0.15%
3,234
-1,485
75
$669K 0.15%
3,449
1 2
3
4 5