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
151
$1.72M 0.05%
10,005
+1,347
152
$1.72M 0.05%
2,747
+608
153
$1.72M 0.05%
13,012
-172
154
$1.72M 0.05%
2,822
+402
155
$1.71M 0.05%
6,297
+1,625
156
$1.71M 0.05%
23,492
-2,328
157
$1.7M 0.05%
23,577
+2,618
158
$1.7M 0.05%
8,504
-1,287
159
$1.7M 0.05%
21,993
-1,069
160
$1.66M 0.05%
28,602
-2,122
161
$1.64M 0.05%
9,864
+1,718
162
$1.63M 0.05%
57,506
+3,422
163
$1.62M 0.05%
35,817
+2,998
164
$1.61M 0.05%
76,621
+6,262
165
$1.58M 0.05%
78,020
+6,543
166
$1.57M 0.05%
12,846
-1,768
167
$1.56M 0.05%
5,227
+1,502
168
$1.51M 0.04%
48,371
+18,498
169
$1.46M 0.04%
10,185
+744
170
$1.4M 0.04%
12,489
+937
171
$1.33M 0.04%
93,283
-12,215
172
$1.14M 0.03%
9,308
-2,684
173
$1.12M 0.03%
37,846
+3,176
174
$1.09M 0.03%
57,652
-7,941
175
$1.05M 0.03%
26,485
-3,646
5 6
7
8 9