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
201
$560K 0.02%
81,442
-4,469
202
$545K 0.02%
995
-583
203
$537K 0.02%
74,149
-7,978
204
$527K 0.02%
2,121
-1,656
205
$522K 0.02%
88,101
+15,850
206
$521K 0.02%
1,941
-1,508
207
$514K 0.02%
11,858
-1,635
208
$507K 0.02%
5,480
-761
209
$491K 0.01%
21,609
-12,164
210
$482K 0.01%
26,417
-10,535
211
$474K 0.01%
154,890
-80,646
212
$453K 0.01%
3,415
-474
213
$335K 0.01%
11,783
-3,296
214
$330K 0.01%
28,405
+4,326
215
$323K 0.01%
36,578
+19,846
216
$307K 0.01%
4,335
-370
217
$305K 0.01%
+16,821
218
$282K 0.01%
103,283
-17,400
219
$280K 0.01%
46,016
-23,785
220
$279K 0.01%
4,498
+1,161
221
$269K 0.01%
+14,445
222
$256K 0.01%
2,793
-447
223
$251K 0.01%
2,500
-200
224
$246K 0.01%
41,755
-23,126
225
$225K 0.01%
2,250
6 7 8
9
10