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
151
$1.75M 0.09%
5,537
+390
152
$1.75M 0.09%
42,255
153
$1.73M 0.09%
13,242
+5,385
154
$1.65M 0.08%
34,013
+2,409
155
$1.62M 0.08%
11,003
+8,508
156
$1.62M 0.08%
31,087
+17,560
157
$1.6M 0.08%
2
158
$1.57M 0.08%
59,775
+47,275
159
$1.54M 0.08%
6,207
+1,435
160
$1.54M 0.08%
16,142
-11,787
161
$1.5M 0.07%
5,924
+2,977
162
$1.5M 0.07%
35,831
+2,906
163
$1.46M 0.07%
6,545
+4,130
164
$1.41M 0.07%
7,045
+4,453
165
$1.38M 0.07%
13,704
-422
166
$1.35M 0.07%
11,110
-9,019
167
$1.34M 0.07%
8,380
+537
168
$1.33M 0.07%
14,803
+14,795
169
$1.32M 0.07%
9,588
+8,895
170
$1.31M 0.06%
2,400
-2,343
171
$1.29M 0.06%
34,911
+2,386
172
$1.29M 0.06%
5,805
+3,887
173
$1.29M 0.06%
3,871
+5
174
$1.26M 0.06%
9,246
+670
175
$1.25M 0.06%
35,211
+11,172
5 6
7
8 9