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
$272M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.64M
3
+$4.24M
4
PRU icon
Prudential Financial
PRU
+$3.71M
5
PFPT
Proofpoint, Inc.
PFPT
+$3.62M

Top Sells

1
+$15.4M
2
+$9.44M
3
+$4.36M
4
QCOM icon
Qualcomm
QCOM
+$3.3M
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$2.42M

Sector Composition

1 Healthcare 26.25%
2 Technology 19.76%
3 Communication Services 15.62%
4 Industrials 7.91%
5 Energy 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 1.36%
+46,187
27
$3.62M 1.33%
+61,135
28
$3.46M 1.27%
67,400
+800
29
$3.45M 1.27%
20,920
+6,230
30
$3.2M 1.18%
21,345
31
$2.95M 1.08%
104,434
32
$2.74M 1.01%
186,500
+2,500
33
$2.63M 0.97%
29,741
34
$2.18M 0.8%
23,830
+350
35
$2.17M 0.8%
25,000
36
$2.16M 0.79%
20,620
+120
37
$1.89M 0.7%
+61,600
38
$1.83M 0.67%
52,100
-600
39
$1.66M 0.61%
33,350
-800
40
$1.51M 0.56%
42,900
-550
41
$1.34M 0.49%
21,255
42
$1.25M 0.46%
95,800
-1,300
43
$1.13M 0.41%
10,000
44
$1.12M 0.41%
78,350
-500
45
$1.1M 0.4%
170,000
+4,400
46
$1.08M 0.4%
11,900
+200
47
$1.04M 0.38%
5,000
48
$977K 0.36%
9,750
+3,400
49
$965K 0.35%
5,000
50
$955K 0.35%
+5,500
1
2
3 4