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
51
$20.8M 0.62%
143,503
+3,510
52
$20.8M 0.61%
66,516
+4,311
53
$20.7M 0.61%
48,381
-1,177
54
$19.7M 0.58%
115,879
+3,839
55
$19.5M 0.58%
55,660
-7,804
56
$19.2M 0.57%
127,743
+16,653
57
$19M 0.56%
110,574
+105,869
58
$18.7M 0.55%
56,653
+2,053
59
$18.4M 0.54%
68,626
-6,005
60
$17.2M 0.51%
196,054
-29,314
61
$17.2M 0.51%
165,336
+27,912
62
$16.6M 0.49%
104,105
-13,155
63
$13M 0.38%
+13,714
64
$11.9M 0.35%
+127,560
65
$11.8M 0.35%
294,633
+24,090
66
$11.6M 0.34%
244,716
+19,974
67
$11.5M 0.34%
259,045
+5,009
68
$9.53M 0.28%
209,241
+3,739
69
$9.19M 0.27%
329,128
+16,021
70
$8.93M 0.26%
334,523
+47,544
71
$8.34M 0.25%
1,810
-244
72
$7.28M 0.22%
30,561
-4,211
73
$7.27M 0.21%
31,940
-4,404
74
$7.27M 0.21%
+123,337
75
$7.18M 0.21%
60,133
-8,300
1 2
3
4 5