HPG

Harvest Portfolios Group Portfolio holdings

AUM $4.3B
1-Year Est. Return 16.34%
This Quarter Est. Return
1 Year Est. Return
+16.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.74B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$61.2M
2 +$57.4M
3 +$49.2M
4
AZN icon
AstraZeneca
AZN
+$48.7M
5
MRK icon
Merck
MRK
+$48.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 54.59%
2 Technology 16.36%
3 Financials 7.94%
4 Consumer Discretionary 5.78%
5 Communication Services 4.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$8.08K ﹤0.01%
+107,636
177
$5.58K ﹤0.01%
+1,166
178
$2.71K ﹤0.01%
+938