HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 36.59%
This Quarter Est. Return
1 Year Est. Return
+36.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$9.19M
3
+$8.91M
4
GILD icon
Gilead Sciences
GILD
+$8.57M
5
QCOM icon
Qualcomm
QCOM
+$8.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.48%
2 Healthcare 19.71%
3 Energy 14.21%
4 Communication Services 7.65%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 1.32%
+97,891
27
$1.94M 1.21%
+32,576
28
$1.8M 1.11%
+28,346
29
$1.54M 0.96%
+25,000
30
$1.4M 0.87%
+10,000
31
$1.29M 0.8%
+20,500
32
$1.2M 0.75%
+16,500
33
$1.15M 0.71%
+29,270
34
$1.14M 0.7%
+26,700
35
$1.01M 0.63%
+29,300
36
$993K 0.62%
+5,439
37
$988K 0.61%
+10,000
38
$850K 0.53%
+15,328
39
$780K 0.48%
+31,519
40
$735K 0.46%
+26,600
41
$730K 0.45%
+17,400
42
$692K 0.43%
+7,625
43
$688K 0.43%
+8,600
44
$619K 0.38%
+5,000
45
$591K 0.37%
+3,675
46
$560K 0.35%
+13,700
47
$560K 0.35%
+24,400
48
$514K 0.32%
+13,500
49
$473K 0.29%
+5,000
50
$457K 0.28%
+8,000
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