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
$117M
AUM Growth
+$28.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$8.57M
3 +$8.08M
4
HAYN
Haynes International, Inc.
HAYN
+$6.22M
5
HES
Hess
HES
+$5.04M

Sector Composition

1 Energy 30.37%
2 Materials 18.04%
3 Healthcare 15.13%
4 Industrials 9.21%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-400,000
52
-79,000
53
-214,000
54
-19,000
55
-10,000
56
-34,207