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
$242M
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$6.63M
2
+$2.89M
3
+$2.53M
4
HALO icon
Halozyme
HALO
+$2.2M
5
TTPH
Tetraphase Pharmaceuticals, Inc.
TTPH
+$1.83M

Top Sells

1
+$3.79M
2
+$1.98M
3
+$835K
4
IRWD icon
Ironwood Pharmaceuticals
IRWD
+$673K
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$652K

Sector Composition

1 Healthcare 26.72%
2 Technology 19.47%
3 Energy 14.33%
4 Communication Services 9.64%
5 Consumer Discretionary 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 1.2%
21,300
27
$2.77M 1.15%
20,664
-188
28
$2.71M 1.12%
104,434
29
$2.71M 1.12%
32,576
30
$2.63M 1.09%
38,535
+850
31
$2.53M 1.04%
+18,800
32
$2.39M 0.99%
534,000
+6,000
33
$2.16M 0.89%
12,029
+6,799
34
$2.14M 0.88%
29,741
35
$1.76M 0.73%
25,000
36
$1.69M 0.7%
26,364
+9,503
37
$1.57M 0.65%
20,500
38
$1.48M 0.61%
+89,900
39
$1.46M 0.6%
12,000
+2,000
40
$1.21M 0.5%
15,000
+7,000
41
$1.17M 0.48%
10,000
42
$1.15M 0.47%
26,600
43
$1.12M 0.46%
+43,400
44
$1.02M 0.42%
+40,940
45
$889K 0.37%
5,000
46
$749K 0.31%
+8,072
47
$737K 0.3%
29,270
48
$711K 0.29%
4
+2
49
$701K 0.29%
+5,980
50
$683K 0.28%
5,000
1
2
3 4