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
$582M
AUM Growth
-$46.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$29.3M
2
+$19.8M
3
+$6.68M
4
MSFT icon
Microsoft
MSFT
+$4.47M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.63M

Top Sells

1
+$39.4M
2
+$28.7M
3
+$15.3M
4
YUMC icon
Yum China
YUMC
+$10.9M
5
BABA icon
Alibaba
BABA
+$9.26M

Sector Composition

1 Consumer Discretionary 35.73%
2 Technology 25.21%
3 Communication Services 21.1%
4 Healthcare 6.28%
5 Consumer Staples 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$216K 0.04%
+3,076
152
$216K 0.04%
1,756
+1,336
153
$214K 0.04%
2,163
+1,422
154
$213K 0.04%
+1,543
155
$212K 0.04%
3,411
+1,429
156
$212K 0.04%
1,327
+801
157
$211K 0.04%
678
+590
158
$208K 0.04%
2,304
+1,674
159
$207K 0.04%
+1,099
160
$203K 0.03%
1,816
+1,114
161
$203K 0.03%
+1,825
162
$202K 0.03%
+14,462
163
$202K 0.03%
5,744
-308,732
164
$201K 0.03%
11,925
+5,700
165
$196K 0.03%
+1,227
166
$196K 0.03%
5,655
+1,588
167
$195K 0.03%
765
168
$195K 0.03%
3,908
+2,475
169
$194K 0.03%
+1,190
170
$194K 0.03%
+7,087
171
$194K 0.03%
1,604
+1,245
172
$192K 0.03%
+3,772
173
$191K 0.03%
7,005
+3,638
174
$191K 0.03%
+2,676
175
$190K 0.03%
2,551
+718
5 6
7
8 9