HPG
Harvest Portfolios Group Portfolio holdings
AUM
$4.3B
1-Year Est. Return
16.34%
1 Year Est. Return
+16.34%
AUM
$3.39B
AUM Growth
+$387M
(+13%)
Holding
245
Top Buys
| 1 | +$72.4M | |
| 2 | +$54.5M | |
| 3 | +$39.8M | |
| 4 |
NVIDIA
NVDA
|
+$30.3M |
| 5 |
Palantir
PLTR
|
+$25.3M |
Top Sells
| 1 | +$24.5M | |
| 2 | +$7.44M | |
| 3 | +$6.52M | |
| 4 |
Telus
TU
|
+$5.65M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Agilent Technologies
A
$41.6B
| $47.7M | 1.41% |
407,831
+21,990
|
|
||
27
Broadcom
AVGO
$1.65T
| $46.5M | 1.37% |
277,580
+80,191
|
|
||
28
Alphabet (Google) Class A
GOOGL
$3.36T
| $46M | 1.36% |
297,188
+62,548
|
|
||
29
Cisco
CSCO
$280B
| $45.4M | 1.34% |
736,278
-17,642
|
|
||
30
Texas Instruments
TXN
$146B
| $43.5M | 1.28% |
242,050
+15,871
|
|
||
31
Apple
AAPL
$3.97T
| $41.1M | 1.21% |
185,102
+10,517
|
|
||
32
Vanguard World Funds Extended Duration ETF
EDV
$3.93B
| $40.5M | 1.2% |
569,342
+31,428
|
|
||
33
Tesla
TSLA
$1.43T
| $39.8M | 1.18% |
+153,706
|
|
||
34
Meta Platforms (Facebook)
META
$1.57T
| $37M | 1.09% |
64,122
+20,674
|
|
||
35
Accenture
ACN
$152B
| $36.6M | 1.08% |
117,199
-6,474
|
|
||
36
Advanced Micro Devices
AMD
$380B
| $33.7M | 1% |
327,856
+158,975
|
|
||
37
Amazon
AMZN
$2.61T
| $33.7M | 0.99% |
176,884
+72,278
|
|
||
38
Verizon
VZ
$169B
| $25.4M | 0.75% |
559,658
-33,006
|
|
||
|
39
Palantir
PLTR
$424B
| $25.3M | 0.75% |
+299,327
|
|
||
40
Intuit
INTU
$181B
| $25.1M | 0.74% |
40,837
+1,638
|
|
||
41
Micron Technology
MU
$267B
| $24.2M | 0.72% |
278,770
+37,123
|
|
||
42
JPMorgan Chase
JPM
$855B
| $24M | 0.71% |
97,904
-6,408
|
|
||
43
Wells Fargo
WFC
$270B
| $23.8M | 0.7% |
331,933
+246,744
|
|
||
44
Motorola Solutions
MSI
$65.1B
| $23.3M | 0.69% |
53,173
-1,419
|
|
||
45
Shell
SHEL
$217B
| $22.7M | 0.67% |
309,159
-10,336
|
|
||
46
Morgan Stanley
MS
$258B
| $22.2M | 0.65% |
189,954
-1,769
|
|
||
47
Coca-Cola
KO
$303B
| $21.8M | 0.64% |
304,422
+25,105
|
|
||
48
Oracle
ORCL
$682B
| $21.8M | 0.64% |
155,649
+4,314
|
|
||
49
Palo Alto Networks
PANW
$144B
| $21.6M | 0.64% |
126,465
-10,955
|
|
||
50
Adobe
ADBE
$137B
| $21.4M | 0.63% |
55,807
+4,809
|
|