HFM

Harvest Fund Management Portfolio holdings

AUM $2.36B
1-Year Est. Return 47.85%
This Quarter Est. Return
1 Year Est. Return
+47.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$51.6M
2
+$17.4M
3
+$10.9M
4
V icon
Visa
V
+$9.35M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$8.82M

Top Sells

1
+$15.3M
2
+$11.7M
3
+$9.13M
4
BABA icon
Alibaba
BABA
+$8.7M
5
AVGO icon
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
$2.44M 0.12%
11,518
-1,235
127
$2.42M 0.12%
9,698
+8,807
128
$2.39M 0.12%
31,250
+2,070
129
$2.38M 0.12%
16,463
-3,460
130
$2.3M 0.11%
75,487
+4,324
131
$2.26M 0.11%
39,343
+23,201
132
$2.25M 0.11%
5,360
+541
133
$2.23M 0.11%
116,101
-53,191
134
$2.22M 0.11%
13,426
+861
135
$2.16M 0.11%
40,972
-17,992
136
$2.1M 0.1%
19,560
+1,137
137
$2.1M 0.1%
30,707
+4,400
138
$2.08M 0.1%
7,345
-8,167
139
$2.05M 0.1%
2,579
-3,482
140
$2.05M 0.1%
25,907
+1,780
141
$2.05M 0.1%
26,517
+13,332
142
$2.04M 0.1%
11,149
+780
143
$2M 0.1%
13,690
+8,023
144
$1.99M 0.1%
20,041
-5,925
145
$1.96M 0.1%
5,444
+1,565
146
$1.86M 0.09%
6,099
-17,815
147
$1.83M 0.09%
14,134
-4,775
148
$1.81M 0.09%
64,125
-92,214
149
$1.78M 0.09%
57,653
+31,742
150
$1.76M 0.09%
7,629
+3,079
4 5
6
7 8