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
$215M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.12M
3
+$5.44M
4
AVGO icon
Broadcom
AVGO
+$5.43M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

1
+$5.8M
2
+$3.24M
3
+$3.08M
4
GE icon
GE Aerospace
GE
+$2.37M
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$2.34M

Sector Composition

1 Communication Services 25.6%
2 Healthcare 17.89%
3 Technology 14.8%
4 Consumer Discretionary 12.32%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.28M 1.53%
63,825
-10,050
27
$3.02M 1.4%
218,500
-20,000
28
$2.63M 1.23%
69,525
-4,450
29
$2.61M 1.22%
25,090
-29,622
30
$2.55M 1.19%
214,050
-45,625
31
$2.54M 1.19%
16,345
32
$2.37M 1.11%
23,480
33
$2.36M 1.1%
22,620
-3,500
34
$2.03M 0.95%
127,725
-6,675
35
$1.55M 0.72%
23,715
36
$1.49M 0.69%
60,881
-912
37
$1.48M 0.69%
68,000
38
$1.47M 0.68%
5,093
39
$1.18M 0.55%
+9,400
40
$1.12M 0.52%
30,000
+20,000
41
$1.07M 0.5%
6,500
42
$920K 0.43%
5,650
43
$899K 0.42%
6,028
44
$859K 0.4%
12,500
45
$827K 0.39%
10,000
46
$802K 0.37%
28,000
47
$659K 0.31%
4,000
-1,500
48
$639K 0.3%
8,100
-5,900
49
$632K 0.29%
4,173
-15,650
50
$619K 0.29%
6,000
1
2
3 4