HM

Harvest Management Portfolio holdings

AUM $206M
1-Year Est. Return 59.88%
This Quarter Est. Return
1 Year Est. Return
+59.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.3M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$5.04M
3
+$4.14M
4
SWX icon
Southwest Gas
SWX
+$3.37M
5
SWCH
Switch, Inc. Class A Common Stock
SWCH
+$3.35M

Top Sells

1
+$9.7M
2
+$5.28M
3
+$4.85M
4
PLAN
Anaplan, Inc.
PLAN
+$4M
5
TSC
TriState Capital Holdings, Inc.
TSC
+$3.66M

Sector Composition

1 Technology 29.73%
2 Healthcare 23.15%
3 Communication Services 18.02%
4 Financials 5.68%
5 Utilities 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
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