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
$2.12B
AUM Growth
+$99.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$7.88M
2 +$6.51M
3 +$4.45M
4
PDD icon
Pinduoduo
PDD
+$4.43M
5
USO icon
United States Oil Fund
USO
+$4.4M

Top Sells

1 +$31.1M
2 +$19M
3 +$18.9M
4
META icon
Meta Platforms (Facebook)
META
+$14.2M
5
MSFT icon
Microsoft
MSFT
+$12.6M

Sector Composition

1 Technology 45.72%
2 Consumer Discretionary 16.6%
3 Communication Services 14.04%
4 Healthcare 5.06%
5 Consumer Staples 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WM icon
126
Waste Management
WM
$86.5B
$2.51M 0.12%
11,159
+5,354
EXC icon
127
Exelon
EXC
$48.4B
$2.5M 0.12%
57,478
-9,352
SAP icon
128
SAP
SAP
$318B
$2.48M 0.12%
8,142
-1,353
MCHP icon
129
Microchip Technology
MCHP
$34.5B
$2.48M 0.12%
35,209
+1,196
ROST icon
130
Ross Stores
ROST
$52.2B
$2.38M 0.11%
18,670
-2,201
AZN icon
131
AstraZeneca
AZN
$260B
$2.36M 0.11%
33,839
-2,945
FANG icon
132
Diamondback Energy
FANG
$42.5B
$2.31M 0.11%
16,790
-1,696
EA icon
133
Electronic Arts
EA
$50B
$2.27M 0.11%
14,238
-2,225
CAH icon
134
Cardinal Health
CAH
$38.5B
$2.27M 0.11%
13,523
+3,935
TT icon
135
Trane Technologies
TT
$95.3B
$2.26M 0.11%
5,766
+322
CTSH icon
136
Cognizant
CTSH
$33.1B
$2.18M 0.1%
27,993
-3,257
HWM icon
137
Howmet Aerospace
HWM
$81B
$2.17M 0.1%
11,680
-2,454
TWLO icon
138
Twilio
TWLO
$17.6B
$2.17M 0.1%
19,845
+285
BKR icon
139
Baker Hughes
BKR
$46.4B
$2.15M 0.1%
56,252
-6,619
GEHC icon
140
GE HealthCare
GEHC
$36B
$2.12M 0.1%
28,591
-1,730
SNOW icon
141
Snowflake
SNOW
$90.1B
$2.07M 0.1%
9,248
-4,442
WSM icon
142
Williams-Sonoma
WSM
$23.6B
$2.04M 0.1%
11,153
+4
ODFL icon
143
Old Dominion Freight Line
ODFL
$28.6B
$1.95M 0.09%
12,010
-1,416
SE icon
144
Sea Limited
SE
$94.7B
$1.94M 0.09%
12,100
-1,142
VEEV icon
145
Veeva Systems
VEEV
$48.2B
$1.94M 0.09%
7,374
+829
CSGP icon
146
CoStar Group
CSGP
$33.4B
$1.93M 0.09%
23,953
-1,954
TEAM icon
147
Atlassian
TEAM
$43.8B
$1.91M 0.09%
9,382
-2,136
NOW icon
148
ServiceNow
NOW
$196B
$1.86M 0.09%
1,810
-769
GS icon
149
Goldman Sachs
GS
$245B
$1.79M 0.08%
2,529
+129
ANSS
150
DELISTED
Ansys
ANSS
$1.75M 0.08%
4,992
-545