HFM
Harvest Fund Management Portfolio holdings
AUM
$2.66B
1-Year Est. Return
41.3%
This Fund
S&P 500
1 Year Est. Return
+41.3%
AUM
$2.66B
AUM Growth
+$299M
(+13%)
Holding
698
Top Buys
| 1 | +$16.8M | |
| 2 | +$13M | |
| 3 | +$10M | |
| 4 |
Eli Lilly
LLY
|
+$9.69M |
| 5 |
Meta Platforms (Facebook)
META
|
+$8.78M |
Top Sells
| 1 | +$21.7M | |
| 2 | +$10.3M | |
| 3 | +$7.1M | |
| 4 |
iQIYI
IQ
|
+$4.48M |
| 5 |
Oracle
ORCL
|
+$2.9M |
Sector Composition
| 1 | Technology | 48.48% |
| 2 | Consumer Discretionary | 15.25% |
| 3 | Communication Services | 14.47% |
| 4 | Healthcare | 5.38% |
| 5 | Industrials | 4.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Cadence Design Systems
CDNS
$80.1B
| $6.86M | 0.26% |
21,945
+3,133
|
|
||
77
Coherent
COHR
$45.2B
| $6.77M | 0.25% |
36,723
+3,486
|
|
||
78
Trip.com Group
TCOM
$33.9B
| $6.47M | 0.24% |
90,000
|
|
||
79
Cintas
CTAS
$77.3B
| $6.23M | 0.23% |
33,140
+4,877
|
|
||
80
Marriott International
MAR
$83.8B
| $6.22M | 0.23% |
20,036
+3,376
|
|
||
81
GE Vernova
GEV
$224B
| $6.16M | 0.23% |
9,431
-2,821
|
|
||
82
Regeneron Pharmaceuticals
REGN
$78.9B
| $6.14M | 0.23% |
7,954
+1,561
|
|
||
83
Idexx Laboratories
IDXX
$45.5B
| $6.12M | 0.23% |
9,040
+1,225
|
|
||
84
Walmart Inc
WMT
$999B
| $5.8M | 0.22% |
62,634
+6,275
|
|
||
85
O'Reilly Automotive
ORLY
$78B
| $5.75M | 0.22% |
63,025
+6,047
|
|
||
|
86
Oracle
ORCL
$457B
| $5.71M | 0.21% |
29,287
-12,195
|
|
||
87
Take-Two Interactive
TTWO
$38.7B
| $5.46M | 0.21% |
25,863
+2,325
|
|
||
88
Wells Fargo
WFC
$232B
| $5.24M | 0.2% |
66,868
+16,949
|
|
||
89
Mondelez International
MDLZ
$69.7B
| $5.18M | 0.19% |
96,343
+16,929
|
|
||
90
Autodesk
ADSK
$52.7B
| $5.04M | 0.19% |
17,040
+1,684
|
|
||
91
CSX Corp
CSX
$72.9B
| $5.04M | 0.19% |
139,034
+24,616
|
|
||
92
Trade Desk
TTD
$12.6B
| $4.83M | 0.18% |
41,317
-27,352
|
|
||
93
Verisk Analytics
VRSK
$27.3B
| $4.83M | 0.18% |
19,524
+1,831
|
|
||
|
RERE
94
ATRenew
RERE
$1.24B
| $4.77M | 0.18% |
900,004
|
|
||
95
Arm
ARM
$122B
| $4.63M | 0.17% |
42,330
+16,835
|
|
||
96
American Electric Power
AEP
$71.5B
| $4.6M | 0.17% |
39,938
+7,113
|
|
||
|
JOYY
97
JOYY Inc
JOYY
$3.12B
| $4.57M | 0.17% |
74,679
-5,102
|
|
||
98
Uber
UBER
$150B
| $4.54M | 0.17% |
61,462
+142
|
|
||
99
Airbnb
ABNB
$76.6B
| $4.49M | 0.17% |
33,084
+6,512
|
|
||
100
PayPal
PYPL
$40.8B
| $4.45M | 0.17% |
76,159
+15,724
|
|