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
$175M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Sector Composition

1 Technology 55.79%
2 Healthcare 32.58%
3 Consumer Discretionary 2.6%
4 Consumer Staples 2.07%
5 Financials 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-97,800
52
-91,000
53
-122,900
54
-213,500
55
-45,817