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
126
$1.98M 0.06%
51,160
-7,042
127
$1.97M 0.06%
58,320
+1,758
128
$1.95M 0.06%
16,402
+1,546
129
$1.94M 0.06%
50,200
+1,100
130
$1.93M 0.06%
11,547
-250
131
$1.93M 0.06%
34,800
-2,400
132
$1.92M 0.06%
27,384
+2,466
133
$1.89M 0.06%
52,388
+4,393
134
$1.89M 0.06%
15,315
+1,855
135
$1.87M 0.06%
53,582
+4,493
136
$1.83M 0.05%
17,383
+3,874
137
$1.79M 0.05%
31,674
+4,776
138
$1.79M 0.05%
70,600
-300
139
$1.77M 0.05%
6,490
+380
140
$1.77M 0.05%
7,305
-563
141
$1.76M 0.05%
7,453
+327
142
$1.76M 0.05%
3,935
+584
143
$1.75M 0.05%
45,202
+2,902
144
$1.75M 0.05%
15,881
+3,047
145
$1.75M 0.05%
13,183
-784
146
$1.75M 0.05%
21,819
+5,019
147
$1.74M 0.05%
+3,700
148
$1.73M 0.05%
41,445
-589
149
$1.73M 0.05%
13,507
-533
150
$1.73M 0.05%
40,427
-3,857
4 5
6
7 8