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
$455M
AUM Growth
+$66.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
852
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$7.17M
3
+$6.52M
4
BABA icon
Alibaba
BABA
+$6.21M
5
EDU icon
New Oriental
EDU
+$5.14M

Top Sells

1
+$7.17M
2
+$4.56M
3
+$2.25M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.39M
5
MCK icon
McKesson
MCK
+$1.03M

Sector Composition

1 Consumer Discretionary 32.64%
2 Technology 26.39%
3 Communication Services 12.54%
4 Consumer Staples 7.4%
5 Financials 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.5M 8.7%
521,030
+65,298
2
$26.5M 5.83%
160,811
+862
3
$26.5M 5.82%
91,798
+5,736
4
$21.3M 4.68%
208,301
+60,845
5
$18.7M 4.11%
294,938
+142,546
6
$17.9M 3.93%
939,038
+342,375
7
$17.1M 3.75%
614,110
+258,050
8
$15.7M 3.46%
408,075
+133,075
9
$11.6M 2.55%
111,869
+23,386
10
$11M 2.42%
212,510
-365
11
$10.3M 2.26%
99,583
+16,671
12
$9.24M 2.03%
188,756
+151
13
$8.68M 1.91%
460,479
+23,183
14
$8.5M 1.87%
40,968
+8,164
15
$7.95M 1.75%
1,240,000
-899
16
$6.66M 1.47%
805,637
+64,346
17
$5.95M 1.31%
135,583
+20,705
18
$5.88M 1.29%
235,600
19
$5.33M 1.17%
141,512
-120,989
20
$5.02M 1.1%
690,853
+13,450
21
$4.11M 0.9%
174,781
-2,866
22
$4.05M 0.89%
478,590
-845,901
23
$3.99M 0.88%
525,529
+41,973
24
$3.75M 0.82%
58,380
+3,010
25
$3.18M 0.7%
14,109
+882
1
2 3 4 5