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
26
$47.7M 1.41%
407,831
+21,990
27
$46.5M 1.37%
277,580
+80,191
28
$46M 1.36%
297,188
+62,548
29
$45.4M 1.34%
736,278
-17,642
30
$43.5M 1.28%
242,050
+15,871
31
$41.1M 1.21%
185,102
+10,517
32
$40.5M 1.2%
569,342
+31,428
33
$39.8M 1.18%
+153,706
34
$37M 1.09%
64,122
+20,674
35
$36.6M 1.08%
117,199
-6,474
36
$33.7M 1%
327,856
+158,975
37
$33.7M 0.99%
176,884
+72,278
38
$25.4M 0.75%
559,658
-33,006
39
$25.3M 0.75%
+299,327
40
$25.1M 0.74%
40,837
+1,638
41
$24.2M 0.72%
278,770
+37,123
42
$24M 0.71%
97,904
-6,408
43
$23.8M 0.7%
331,933
+246,744
44
$23.3M 0.69%
53,173
-1,419
45
$22.7M 0.67%
309,159
-10,336
46
$22.2M 0.65%
189,954
-1,769
47
$21.8M 0.64%
304,422
+25,105
48
$21.8M 0.64%
155,649
+4,314
49
$21.6M 0.64%
126,465
-10,955
50
$21.4M 0.63%
55,807
+4,809
1
2
3 4 5