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
$223M
AUM Growth
+$7.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$3.11M
3
+$3.02M
4
VMC icon
Vulcan Materials
VMC
+$2.59M
5
AGU
Agrium
AGU
+$2.08M

Top Sells

1
+$6.11M
2
+$4.6M
3
+$3.8M
4
AAPL icon
Apple
AAPL
+$3.72M
5
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$3.3M

Sector Composition

1 Communication Services 25.46%
2 Healthcare 16.92%
3 Technology 14.79%
4 Consumer Discretionary 11.28%
5 Materials 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.49%
70,237
+64,178
27
$2.89M 1.3%
16,345
28
$2.59M 1.16%
57,100
-12,425
29
$2.55M 1.15%
22,500
-120
30
$2.29M 1.03%
23,480
31
$2.08M 0.94%
+21,820
32
$2.07M 0.93%
19,400
-5,690
33
$1.67M 0.75%
5,093
34
$1.64M 0.74%
133,925
+6,200
35
$1.58M 0.71%
23,715
36
$1.49M 0.67%
+51,295
37
$1.44M 0.65%
104,000
-114,500
38
$1.44M 0.65%
63,500
-4,500
39
$1.38M 0.62%
109,664
-104,386
40
$1.33M 0.6%
30,000
41
$1.32M 0.59%
50,666
-10,215
42
$1.12M 0.5%
6,500
43
$964K 0.43%
6,028
44
$941K 0.42%
5,650
45
$894K 0.4%
6,260
+2,087
46
$857K 0.39%
24,960
-3,040
47
$830K 0.37%
10,000
48
$823K 0.37%
12,500
49
$822K 0.37%
25,349
-117,099
50
$717K 0.32%
10,000
+5,000
1
2
3 4