HCM

Harvey Capital Management Portfolio holdings

AUM $427M
1-Year Est. Return 23.84%
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
-$45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.84M
3
+$5.52M
4
PARA
Paramount Global Class B
PARA
+$5.13M
5
RH icon
RH
RH
+$2.89M

Top Sells

1
+$7.74M
2
+$3.76M
3
+$3.34M
4
CELG
Celgene Corp
CELG
+$2.84M
5
ABBV icon
AbbVie
ABBV
+$2.63M

Sector Composition

1 Healthcare 30.4%
2 Technology 21.72%
3 Communication Services 18.86%
4 Industrials 7.25%
5 Consumer Discretionary 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.97M 1.19%
104,434
27
$2.89M 1.15%
+30,990
28
$2.81M 1.12%
157,925
+37,550
29
$2.79M 1.12%
21,345
30
$2.45M 0.98%
29,741
31
$2.4M 0.96%
19,823
-6,635
32
$2.25M 0.9%
15,055
+371
33
$2.16M 0.86%
121,850
-101,350
34
$2.11M 0.84%
20,620
35
$2.02M 0.81%
25,000
36
$1.73M 0.69%
23,830
37
$1.45M 0.58%
21,255
38
$1.42M 0.57%
69,500
+11,000
39
$1.31M 0.52%
32,976
-49,975
40
$1.21M 0.48%
50,000
-320,450
41
$1.06M 0.42%
11,000
42
$961K 0.38%
11,550
-350
43
$882K 0.35%
+40,350
44
$879K 0.35%
5,000
45
$853K 0.34%
10,000
46
$831K 0.33%
10,000
47
$827K 0.33%
40,465
-3,000
48
$825K 0.33%
+19,505
49
$780K 0.31%
4
50
$736K 0.29%
5,650
1
2
3 4