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
$324M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.65M
4
MET icon
MetLife
MET
+$686K
5
CEMP
Cempra, Inc.
CEMP
+$578K

Top Sells

1
+$7.46M
2
+$5.02M
3
+$2.42M
4
AAPL icon
Apple
AAPL
+$1.67M
5
EMC
EMC CORPORATION
EMC
+$1.36M

Sector Composition

1 Healthcare 14.16%
2 Communication Services 13.27%
3 Technology 10.34%
4 Consumer Discretionary 7.57%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 0.75%
134,400
-2,200
27
$2.42M 0.75%
26,120
28
$2.27M 0.7%
23,480
29
$2.15M 0.66%
16,345
30
$1.68M 0.52%
23,715
31
$1.65M 0.51%
+68,000
32
$1.48M 0.46%
21,255
33
$1.44M 0.44%
61,793
-1,365
34
$1.37M 0.42%
5,093
35
$1.25M 0.38%
14,000
+1,000
36
$1.18M 0.37%
6,500
37
$1.03M 0.32%
8,000
38
$888K 0.27%
6,028
39
$881K 0.27%
12,500
40
$845K 0.26%
5,500
41
$816K 0.25%
5,650
42
$806K 0.25%
10,000
43
$753K 0.23%
28,000
44
$693K 0.21%
9,600
-600
45
$686K 0.21%
+17,335
46
$675K 0.21%
9,000
+4,000
47
$673K 0.21%
14,630
-915
48
$610K 0.19%
6,000
49
$605K 0.19%
19,728
50
$590K 0.18%
5,000
-200
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