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
$253M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.3M
3
+$3.47M
4
RH icon
RH
RH
+$2.88M
5
ORCL icon
Oracle
ORCL
+$733K

Top Sells

1
+$5.54M
2
+$4.51M
3
+$3.83M
4
PFPT
Proofpoint, Inc.
PFPT
+$3.53M
5
CEMP
Cempra, Inc.
CEMP
+$3.49M

Sector Composition

1 Healthcare 27.87%
2 Communication Services 18.94%
3 Technology 18.55%
4 Consumer Discretionary 11.17%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.47M 1.37%
+245,000
27
$3.46M 1.37%
74,425
+7,325
28
$3.09M 1.22%
21,345
29
$3M 1.18%
60,020
-2,500
30
$2.99M 1.18%
106,008
+1,574
31
$2.96M 1.17%
19,823
32
$2.94M 1.16%
14,675
-380
33
$2.88M 1.14%
118,450
-3,400
34
$2.38M 0.94%
22,620
+2,000
35
$2.29M 0.91%
29,741
36
$2.19M 0.86%
25,000
37
$1.66M 0.66%
23,480
-350
38
$1.58M 0.63%
73,688
-113,037
39
$1.5M 0.59%
69,500
40
$1.45M 0.57%
21,255
41
$1.28M 0.51%
32,976
42
$1.28M 0.51%
50,000
43
$1.23M 0.48%
6,500
+1,500
44
$1.18M 0.47%
128,200
-238,050
45
$1.07M 0.42%
11,000
46
$1.03M 0.41%
17,655
-1,850
47
$985K 0.39%
10,000
48
$915K 0.36%
5,000
49
$862K 0.34%
5,500
50
$851K 0.34%
10,000
1
2
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