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
151
$1.79M 0.08%
5,379
+360
152
$1.75M 0.08%
+42,255
153
$1.75M 0.08%
129,943
-168,257
154
$1.75M 0.08%
4,484
-3,827
155
$1.74M 0.08%
31,604
+6,891
156
$1.73M 0.08%
24,127
+5,249
157
$1.72M 0.08%
5,147
+1,122
158
$1.7M 0.08%
10,870
+8,022
159
$1.7M 0.08%
+36,902
160
$1.66M 0.08%
27,037
+24,070
161
$1.62M 0.08%
+53,687
162
$1.59M 0.07%
58,005
+46,694
163
$1.58M 0.07%
25,067
+3,527
164
$1.58M 0.07%
9,029
+2,067
165
$1.55M 0.07%
58,099
+41,487
166
$1.53M 0.07%
+7,925
167
$1.52M 0.07%
144,374
+31,431
168
$1.5M 0.07%
9,023
-16,720
169
$1.46M 0.07%
7,851
+4,683
170
$1.45M 0.07%
32,925
+18,104
171
$1.45M 0.07%
6,025
+1,850
172
$1.44M 0.07%
+6,300
173
$1.44M 0.07%
8,476
+3,155
174
$1.44M 0.07%
8,075
-14,936
175
$1.44M 0.07%
26,889
+17,869
5 6
7
8 9