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
101
$3.2M 0.15%
56,718
+12,379
102
$3.16M 0.15%
34,241
+33,202
103
$3.15M 0.15%
6,951
-6,697
104
$3.12M 0.14%
10,770
+10,314
105
$3.11M 0.14%
6,964
+1,835
106
$3.09M 0.14%
272,404
-110,752
107
$3.04M 0.14%
17,663
+2,127
108
$2.99M 0.14%
57,235
+11,893
109
$2.99M 0.14%
14,958
+3,224
110
$2.96M 0.14%
19,555
+2,928
111
$2.95M 0.14%
12,293
-1,132
112
$2.92M 0.14%
19,923
+7,753
113
$2.9M 0.13%
12,753
+5,379
114
$2.87M 0.13%
21,618
+5,047
115
$2.87M 0.13%
8,369
+1,794
116
$2.77M 0.13%
41,397
+13,763
117
$2.72M 0.13%
4,743
-152
118
$2.71M 0.13%
17,386
+8,856
119
$2.7M 0.13%
+58,964
120
$2.67M 0.12%
31,705
+2,068
121
$2.6M 0.12%
74,630
+21,874
122
$2.58M 0.12%
73,003
+61,477
123
$2.53M 0.12%
79,830
+17,364
124
$2.52M 0.12%
27,929
-316
125
$2.49M 0.12%
9,026
+2,179
3 4
5
6 7