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
$233M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.7M
2
+$4.54M
3
+$1.79M
4
DD icon
DuPont de Nemours
DD
+$1.62M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.57M

Top Sells

1
+$8.95M
2
+$3.35M
3
+$2.73M
4
BKNG icon
Booking.com
BKNG
+$1.86M
5
AERI
Aerie Pharmaceuticals
AERI
+$1.6M

Sector Composition

1 Communication Services 20.74%
2 Healthcare 15.99%
3 Technology 14.53%
4 Consumer Discretionary 11.88%
5 Materials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.25M 1.39%
61,475
27
$3.23M 1.39%
16,345
28
$2.52M 1.08%
133,925
29
$2.5M 1.07%
107,690
+56,395
30
$2.39M 1.03%
157,400
+47,736
31
$2.39M 1.02%
22,500
32
$2.13M 0.91%
23,480
33
$2.11M 0.9%
1,126
-993
34
$2.1M 0.9%
19,400
35
$1.97M 0.85%
21,820
36
$1.79M 0.77%
17,800
-89,120
37
$1.77M 0.76%
23,715
38
$1.74M 0.75%
36,000
+6,000
39
$1.72M 0.74%
5,093
40
$1.57M 0.67%
+30,800
41
$1.4M 0.6%
26,700
-30,400
42
$1.25M 0.54%
+11,830
43
$1.24M 0.53%
53,500
-10,000
44
$1.16M 0.5%
6,500
45
$1.05M 0.45%
6,028
46
$956K 0.41%
5,650
47
$846K 0.36%
10,000
48
$824K 0.35%
24,960
49
$810K 0.35%
6,260
50
$807K 0.35%
25,349
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