HM

Harvest Management Portfolio holdings

AUM $204M
1-Year Est. Return 80.44%
This Quarter Est. Return
1 Year Est. Return
+80.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1 +$25.6M
2 +$8.82M
3 +$5.2M
4
SJR
Shaw Communications Inc.
SJR
+$4.45M
5
ZEN
ZENDESK INC
ZEN
+$3.77M

Top Sells

1 +$23.9M
2 +$5.05M
3 +$3.59M
4
XLNX
Xilinx Inc
XLNX
+$3.53M
5
CLDR
Cloudera, Inc.
CLDR
+$3.29M

Sector Composition

1 Communication Services 30.76%
2 Technology 11.84%
3 Healthcare 8.45%
4 Industrials 5.79%
5 Real Estate 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-70,000
52
0
53
-70,545
54
-88,152
55
-96,980
56
-15,312
57
0
58
-31,700
59
0
60
-50,000
61
-24,000
62
-27,200
63
-31,000
64
-206,100
65
0
66
0