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
51
$7.19M 0.36%
150,213
-53,583
52
$7.14M 0.35%
25,234
+12,941
53
$7.1M 0.35%
3,157,535
-70,688
54
$6.83M 0.34%
71,520
+11,280
55
$6.59M 0.33%
290,267
+36,437
56
$6.58M 0.33%
24,543
-20,919
57
$6.4M 0.32%
69,896
+28,579
58
$6.36M 0.32%
100,000
-4,734
59
$6.33M 0.31%
31,383
+2,175
60
$6.26M 0.31%
3,210
+226
61
$6.24M 0.31%
34,133
+475
62
$6.22M 0.31%
21,589
-2,799
63
$5.92M 0.29%
100,358
-14,180
64
$5.91M 0.29%
+27,163
65
$5.75M 0.29%
28,002
+2,587
66
$5.67M 0.28%
55,474
-11,896
67
$5.66M 0.28%
19,702
+10,676
68
$5.55M 0.27%
81,749
+3,052
69
$5.38M 0.27%
9,277
-5,258
70
$5.34M 0.26%
77,709
+36,312
71
$5.3M 0.26%
47,343
+1,881
72
$5.3M 0.26%
55,072
-16,218
73
$5.29M 0.26%
73,832
+73,634
74
$5.28M 0.26%
14,994
-1,682
75
$5.11M 0.25%
73,942
+51,402
1 2
3
4 5