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
76
$7.04M 0.21%
246,588
+24,320
77
$6.86M 0.2%
242,576
-24,653
78
$6.81M 0.2%
71,535
+4,513
79
$6.69M 0.2%
67,441
+12,258
80
$6.47M 0.19%
31,509
-4,356
81
$6.46M 0.19%
93,734
-2,468
82
$6.39M 0.19%
153,088
+13,752
83
$6.32M 0.19%
112,669
+27,628
84
$6.31M 0.19%
101,543
+2,364
85
$6.27M 0.19%
35,657
+5,064
86
$6.2M 0.18%
413,045
+53,045
87
$6.18M 0.18%
34,556
+4,278
88
$6.17M 0.18%
146,242
+24,540
89
$6.15M 0.18%
283,078
+36,332
90
$6.12M 0.18%
156,184
+17,161
91
$6.05M 0.18%
147,726
+12,476
92
$6.05M 0.18%
243,322
+21,017
93
$6.04M 0.18%
146,821
+11,672
94
$6.04M 0.18%
101,676
+8,699
95
$6.03M 0.18%
+116,131
96
$6M 0.18%
148,476
+798
97
$5.94M 0.18%
83,684
-1,643
98
$5.92M 0.17%
3,193
+392
99
$5.85M 0.17%
10,701
+480
100
$5.43M 0.16%
124,515
+1,071
2 3
4
5 6