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
$200M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.29M
3
+$481K
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$408K
5
DIS icon
Walt Disney
DIS
+$342K

Top Sells

1
+$2.5M
2
+$2.12M
3
+$1.21M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.21M
5
AAPL icon
Apple
AAPL
+$1.06M

Sector Composition

1 Healthcare 25.24%
2 Technology 23.11%
3 Communication Services 20.63%
4 Consumer Discretionary 10.38%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.28%
26,120
+3,500
27
$2.17M 1.09%
136,600
-10,900
28
$2.12M 1.06%
16,345
-5,000
29
$1.96M 0.98%
23,480
30
$1.92M 0.96%
109,050
-3,450
31
$1.81M 0.91%
109,950
+6,000
32
$1.75M 0.88%
23,715
-6,026
33
$1.55M 0.77%
21,255
34
$1.5M 0.75%
63,158
35
$1.36M 0.68%
50,000
36
$1.24M 0.62%
13,000
37
$1.16M 0.58%
5,093
+93
38
$1.07M 0.54%
6,500
39
$947K 0.47%
12,500
-12,500
40
$914K 0.46%
8,000
41
$882K 0.44%
6,028
42
$832K 0.42%
10,000
43
$823K 0.41%
5,500
44
$818K 0.41%
5,650
45
$807K 0.4%
10,200
46
$692K 0.35%
28,000
-756
47
$643K 0.32%
19,728
-76,659
48
$630K 0.32%
5,200
49
$581K 0.29%
5,245
50
$528K 0.26%
6,000
1
2
3 4