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
$148M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$8.9M
3 +$7.18M
4
AET
Aetna Inc
AET
+$6.33M
5
SODA
SodaStream International Ltd
SODA
+$4.79M

Top Sells

1 +$6.58M
2 +$6.26M
3 +$4.2M
4
CI icon
Cigna
CI
+$4.08M
5
DCT
DCT Industrial Trust Inc.
DCT
+$4M

Sector Composition

1 Financials 16.16%
2 Healthcare 13.61%
3 Technology 11.91%
4 Energy 11.83%
5 Materials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$117K 0.07%
10,000
77
$110K 0.06%
+75,000
78
$1K ﹤0.01%
160,000
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