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
101
$4.71M 0.14%
121,528
-1,332
102
$4.64M 0.14%
150,663
+8,181
103
$4.53M 0.13%
138,944
-18,347
104
$3.55M 0.1%
27,589
-2,742
105
$3.09M 0.09%
99,073
+862
106
$3.04M 0.09%
53,200
+2,876
107
$3.03M 0.09%
50,590
-5,634
108
$3.02M 0.09%
45,293
+665
109
$2.99M 0.09%
43,330
-5,972
110
$2.99M 0.09%
63,084
+8,109
111
$2.98M 0.09%
26,482
+2,093
112
$2.97M 0.09%
52,750
+6,709
113
$2.94M 0.09%
205,142
-394,072
114
$2.93M 0.09%
30,644
-44
115
$2.87M 0.08%
17,088
-2,355
116
$2.69M 0.08%
54,222
-7,701
117
$2.65M 0.08%
79,051
-10,893
118
$2.59M 0.08%
76,215
+10,168
119
$2.58M 0.08%
132,242
-18,221
120
$2.27M 0.07%
10,438
+868
121
$2.05M 0.06%
27,781
+1,358
122
$2.02M 0.06%
12,073
+2,871
123
$2.01M 0.06%
31,122
+3,828
124
$2M 0.06%
75,595
+2,486
125
$1.99M 0.06%
64,284
+6,572
3 4
5
6 7