HFM
Harvest Fund Management Portfolio holdings
AUM
$2.12B
1-Year Est. Return
33.33%
1 Year Est. Return
+33.33%
AUM
$2.02B
AUM Growth
-$140M
(-6.5%)
Holding
852
Top Buys
| 1 | +$51.6M | |
| 2 | +$17.4M | |
| 3 | +$10.9M | |
| 4 |
Visa
V
|
+$9.35M |
| 5 |
Vertex Pharmaceuticals
VRTX
|
+$8.82M |
Top Sells
| 1 | +$15.3M | |
| 2 | +$11.7M | |
| 3 | +$9.13M | |
| 4 |
Alibaba
BABA
|
+$8.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Walmart
WMT
$846B
| $5.08M | 0.25% |
56,148
+428
|
|
||
77
United States Brent Oil Fund
BNO
$103M
| $4.99M | 0.25% |
160,421
-33,811
|
|
||
78
Cadence Design Systems
CDNS
$94B
| $4.8M | 0.24% |
18,876
-3,570
|
|
||
79
Take-Two Interactive
TTWO
$47.1B
| $4.61M | 0.23% |
24,985
+12,918
|
|
||
80
Vistra
VST
$68.3B
| $4.54M | 0.23% |
34,509
+10,575
|
|
||
81
Oracle
ORCL
$808B
| $4.46M | 0.22% |
31,928
-8,790
|
|
||
82
Constellation Energy
CEG
$122B
| $4.34M | 0.22% |
21,556
-2,144
|
|
||
83
Strategy Inc
MSTR
$83B
| $4.33M | 0.21% |
15,016
+4,246
|
|
||
84
Regeneron Pharmaceuticals
REGN
$61.3B
| $4.31M | 0.21% |
6,800
+440
|
|
||
85
Virtu Financial
VIRT
$2.84B
| $4.27M | 0.21% |
117,253
+44,250
|
|
||
86
Marriott International
MAR
$73.7B
| $4.15M | 0.21% |
17,416
+1,061
|
|
||
|
RERE
87
ATRenew
RERE
$908M
| $4.13M | 0.2% |
1,399,214
|
|
||
88
Berkshire Hathaway Class B
BRK.B
$1.06T
| $4.13M | 0.2% |
7,738
+787
|
|
||
89
PayPal
PYPL
$66.7B
| $4.08M | 0.2% |
62,490
-28,133
|
|
||
90
Roper Technologies
ROP
$51.5B
| $4M | 0.2% |
6,783
+472
|
|
||
91
Monster Beverage
MNST
$68B
| $3.98M | 0.2% |
68,020
+10,785
|
|
||
92
Autodesk
ADSK
$66.6B
| $3.92M | 0.19% |
14,990
-2,274
|
|
||
93
American Electric Power
AEP
$62B
| $3.83M | 0.19% |
35,048
+3,343
|
|
||
94
Paychex
PAYX
$44.8B
| $3.81M | 0.19% |
24,688
+3,070
|
|
||
95
Zscaler
ZS
$51.1B
| $3.8M | 0.19% |
20,238
+11,209
|
|
||
96
Marvell Technology
MRVL
$72.5B
| $3.66M | 0.18% |
59,431
-105,521
|
|
||
97
CSX Corp
CSX
$67.3B
| $3.52M | 0.17% |
119,682
+6,190
|
|
||
98
Copart
CPRT
$43.2B
| $3.45M | 0.17% |
61,039
+4,321
|
|
||
99
Airbnb
ABNB
$78.4B
| $3.36M | 0.17% |
28,133
+2,500
|
|
||
100
Gaotu Techedu
GOTU
$760M
| $3.32M | 0.16% |
1,023,915
+550,000
|
|