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 | |
|---|---|---|---|---|---|---|
126
Atlassian
TEAM
$43.6B
| $2.44M | 0.12% |
11,518
-1,235
|
|
||
127
VeriSign
VRSN
$22.9B
| $2.42M | 0.12% |
9,698
+8,807
|
|
||
128
Cognizant
CTSH
$33.1B
| $2.39M | 0.12% |
31,250
+2,070
|
|
||
129
Electronic Arts
EA
$50B
| $2.38M | 0.12% |
16,463
-3,460
|
|
||
130
Kraft Heinz
KHC
$30.1B
| $2.3M | 0.11% |
75,487
+4,324
|
|
||
131
Williams Companies
WMB
$70.3B
| $2.26M | 0.11% |
39,343
+23,201
|
|
||
132
Idexx Laboratories
IDXX
$51.4B
| $2.25M | 0.11% |
5,360
+541
|
|
||
133
Kanzhun
BZ
$10.5B
| $2.23M | 0.11% |
116,101
-53,191
|
|
||
134
Old Dominion Freight Line
ODFL
$28.6B
| $2.22M | 0.11% |
13,426
+861
|
|
||
135
Fox Class B
FOX
$23.8B
| $2.16M | 0.11% |
40,972
-17,992
|
|
||
136
Twilio
TWLO
$17.5B
| $2.1M | 0.1% |
19,560
+1,137
|
|
||
137
DexCom
DXCM
$27.6B
| $2.1M | 0.1% |
30,707
+4,400
|
|
||
138
lululemon athletica
LULU
$21.7B
| $2.08M | 0.1% |
7,345
-8,167
|
|
||
139
ServiceNow
NOW
$195B
| $2.05M | 0.1% |
2,579
-3,482
|
|
||
140
CoStar Group
CSGP
$33.3B
| $2.05M | 0.1% |
25,907
+1,780
|
|
||
141
Unum
UNM
$13B
| $2.05M | 0.1% |
26,517
+13,332
|
|
||
142
Williams-Sonoma
WSM
$23.6B
| $2.04M | 0.1% |
11,149
+780
|
|
||
143
Snowflake
SNOW
$89.9B
| $2M | 0.1% |
13,690
+8,023
|
|
||
144
Datadog
DDOG
$55.4B
| $1.99M | 0.1% |
20,041
-5,925
|
|
||
145
Trane Technologies
TT
$95.4B
| $1.96M | 0.1% |
5,444
+1,565
|
|
||
146
GE Vernova
GEV
$160B
| $1.86M | 0.09% |
6,099
-17,815
|
|
||
147
Howmet Aerospace
HWM
$81B
| $1.83M | 0.09% |
14,134
-4,775
|
|
||
148
AT&T
T
$179B
| $1.81M | 0.09% |
64,125
-92,214
|
|
||
149
UGI
UGI
$7.24B
| $1.78M | 0.09% |
57,653
+31,742
|
|
||
150
Cheniere Energy
LNG
$48.4B
| $1.76M | 0.09% |
7,629
+3,079
|
|