HM
Harvest Management Portfolio holdings
AUM
$206M
This Quarter Return
+10.98%
1 Year Return
+59.88%
3 Year Return
+632.72%
5 Year Return
+2,119.21%
10 Year Return
+31,024.6%
AUM
$175M
AUM Growth
+$175M
(+79%)
Cap. Flow
+$75.6M
Cap. Flow
% of AUM
43.13%
Top 10 Holdings %
Top 10 Hldgs %
88.99%
Holding
55
New
16
Increased
10
Reduced
4
Closed
13
Top Buys
Top Sells
| 1 |
LSI
Life Storage, Inc.
LSI
|
$16.3M |
| 2 |
ISEE
IVERIC bio, Inc. Common Stock
ISEE
|
$8.4M |
| 3 |
PDCE
PDC Energy, Inc.
PDCE
|
$6.96M |
| 4 |
UNVR
Univar Solutions Inc.
UNVR
|
$3.26M |
| 5 |
KDNY
Chinook Therapeutics, Inc. Common Stock
KDNY
|
$2.31M |
Sector Composition
| 1 | Technology | 55.79% |
| 2 | Healthcare | 32.58% |
| 3 | Consumer Discretionary | 2.6% |
| 4 | Consumer Staples | 2.07% |
| 5 | Financials | 0.73% |