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
$2.16B
AUM Growth
+$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
860
New
Increased
Reduced
Closed

Top Buys

1
+$46.1M
2
+$34.1M
3
+$27.3M
4
MSFT icon
Microsoft
MSFT
+$25.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$20.7M

Top Sells

1
+$8.64M
2
+$7.83M
3
+$5.49M
4
APH icon
Amphenol
APH
+$3.19M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.04M

Sector Composition

1 Technology 47.04%
2 Consumer Discretionary 16.71%
3 Communication Services 14.03%
4 Consumer Staples 5.41%
5 Financials 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.04M 0.33%
274,000
+80,000
52
$6.79M 0.31%
40,718
+6,175
53
$6.75M 0.31%
22,446
+9,154
54
$6.65M 0.31%
71,290
+24,937
55
$6.49M 0.3%
3,228,223
+393,834
56
$6.42M 0.3%
6,061
+2,707
57
$6.08M 0.28%
66,971
+10,019
58
$6.08M 0.28%
15,225
+3,307
59
$5.91M 0.27%
24,388
+182
60
$5.89M 0.27%
15,512
+10,022
61
$5.88M 0.27%
77,836
+33,384
62
$5.78M 0.27%
29,208
+6,338
63
$5.78M 0.27%
194,232
+83,232
64
$5.68M 0.26%
16,676
+5,948
65
$5.67M 0.26%
114,538
+884
66
$5.65M 0.26%
225,559
+1,682
67
$5.6M 0.26%
33,658
+10,228
68
$5.58M 0.26%
302,950
69
$5.38M 0.25%
67,370
70
$5.31M 0.25%
23,700
-423
71
$5.17M 0.24%
45,462
+10,186
72
$5.08M 0.24%
45,978
+15,414
73
$5.08M 0.24%
253,830
-66,799
74
$5.07M 0.24%
2,984
+574
75
$5.04M 0.23%
55,720
+35,204
1 2
3
4 5