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
1
$331M 9.78%
3,638,683
+599,149
2
$138M 4.07%
1,443,149
+157,184
3
$104M 3.08%
126,155
+3,263
4
$104M 3.06%
954,984
+279,296
5
$78.9M 2.33%
150,694
+14,061
6
$77M 2.28%
205,207
+47,292
7
$72.4M 2.14%
+251,295
8
$62.1M 1.83%
142,721
+1,573
9
$60.6M 1.79%
823,961
+9,883
10
$60.1M 1.78%
985,650
+53,005
11
$58.2M 1.72%
439,005
-14,773
12
$57.5M 1.7%
184,560
-20,931
13
$57.2M 1.69%
344,702
-147,763
14
$56.4M 1.67%
628,424
+86,268
15
$56.1M 1.66%
503,638
-26,702
16
$56M 1.65%
267,258
-35,530
17
$55.3M 1.64%
336,138
+20,547
18
$55.1M 1.63%
613,690
-31,355
19
$54.8M 1.62%
543,368
-32,607
20
$52.6M 1.55%
82,924
+11,555
21
$52.6M 1.55%
141,281
-1,365
22
$50.9M 1.5%
248,049
+22,200
23
$49.6M 1.47%
99,740
+414
24
$48.1M 1.42%
834,205
+4,578
25
$48M 1.42%
96,823
-52
1
2 3 4 5