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
176
$1.04M 0.03%
12,428
-1,716
177
$955K 0.03%
9,158
-1,692
178
$927K 0.03%
31,284
-4,312
179
$926K 0.03%
10,230
-1,416
180
$905K 0.03%
85,809
-11,822
181
$895K 0.03%
9,673
+683
182
$819K 0.02%
16,646
-2,290
183
$755K 0.02%
65,647
-1,027
184
$710K 0.02%
7,766
-1,068
185
$694K 0.02%
4,340
-1,158
186
$685K 0.02%
12,609
-4,180
187
$682K 0.02%
27,266
-3,753
188
$675K 0.02%
18,191
-17,854
189
$654K 0.02%
24,493
-557
190
$650K 0.02%
38,686
+9,737
191
$640K 0.02%
89,915
-10,544
192
$637K 0.02%
50,545
+3,184
193
$617K 0.02%
5,692
+59
194
$596K 0.02%
9,048
-1,244
195
$592K 0.02%
208,266
+40,821
196
$591K 0.02%
22,888
+2,142
197
$570K 0.02%
91,349
+5,755
198
$570K 0.02%
29,345
+2,749
199
$568K 0.02%
84,522
+2,014
200
$560K 0.02%
11,605
+731
6 7
8
9 10