HM
Harvest Management Portfolio holdings
AUM
$206M
This Quarter Return
+13.2%
1 Year Return
+59.88%
3 Year Return
+632.72%
5 Year Return
+2,119.21%
10 Year Return
+31,024.6%
AUM
$57.6M
AUM Growth
+$57.6M
(-12%)
Cap. Flow
-$7.72M
Cap. Flow
% of AUM
-13.39%
Top 10 Holdings %
Top 10 Hldgs %
60.69%
Holding
95
New
31
Increased
12
Reduced
10
Closed
38
Top Buys
| 1 |
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
|
$5.9M |
| 2 |
BEAM
BEAM INC COM STK (DE)
BEAM
|
$5M |
| 3 |
Lamar Advertising Co
LAMR
|
$2.93M |
| 4 |
ZLC
ZALE CORPORATION
ZLC
|
$2.82M |
| 5 |
FRX
FOREST LABORATORIES INC
FRX
|
$2.67M |
Top Sells
Sector Composition
| 1 | Communication Services | 21.05% |
| 2 | Consumer Staples | 11.53% |
| 3 | Healthcare | 10.19% |
| 4 | Real Estate | 9.9% |
| 5 | Energy | 6.78% |