HPG

Harvest Portfolios Group Portfolio holdings

AUM $5.42B
1-Year Est. Return 15.96%
This Quarter Est. Return
1 Year Est. Return
+15.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.39B
AUM Growth
+$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$72.4M
2
+$54.5M
3
+$39.8M
4
NVDA icon
NVIDIA
NVDA
+$30.3M
5
PLTR icon
Palantir
PLTR
+$25.3M

Top Sells

1
+$24.5M
2
+$7.44M
3
+$6.52M
4
TU icon
Telus
TU
+$5.65M
5
BSX icon
Boston Scientific
BSX
+$3.29M

Sector Composition

1 Healthcare 34.85%
2 Technology 22.06%
3 Financials 6.11%
4 Consumer Discretionary 4.53%
5 Communication Services 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$210K 0.01%
1,658
+63
227
$210K 0.01%
+63,118
228
$202K 0.01%
41,400
+8,810
229
$182K 0.01%
31,143
+10,728
230
$179K 0.01%
132,377
-11,459
231
$171K 0.01%
10,910
-9,163
232
$155K ﹤0.01%
67,256
-11,735
233
$152K ﹤0.01%
12,570
+1,390
234
$100K ﹤0.01%
20,644
+272
235
$90.8K ﹤0.01%
44,926
-12,310
236
$81.6K ﹤0.01%
103,963
-25,479
237
$68.8K ﹤0.01%
13,400
238
$68.4K ﹤0.01%
46,904
+1,230
239
$65.9K ﹤0.01%
+12,287
240
$11.2K ﹤0.01%
+10,176
241
$7.89K ﹤0.01%
107
-14
242
– –
-65,896
243
– –
-6,423
244
– –
-14,666
245
– –
-13,887
6 7 8 9
10