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
$215M
AUM Growth
+$23.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$29.7M
3
+$11.9M
4
SGRY icon
Surgery Partners
SGRY
+$8.6M
5
ANSS
Ansys
ANSS
+$6.88M

Top Sells

1
+$29.7M
2
+$18M
3
+$16M
4
JNPR
Juniper Networks
JNPR
+$15.1M
5
ARCH
Arch Resources, Inc.
ARCH
+$7.92M

Sector Composition

1 Industrials 37.24%
2 Healthcare 28.08%
3 Technology 12.49%
4 Energy 6.33%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
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