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
$248M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.96M
3
+$2.92M
4
AKAM icon
Akamai
AKAM
+$2.32M
5
LOW icon
Lowe's Companies
LOW
+$1.23M

Top Sells

1
+$2.52M
2
+$2.45M
3
+$1.82M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.57M
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$1.24M

Sector Composition

1 Communication Services 19.32%
2 Technology 16.42%
3 Healthcare 15.68%
4 Consumer Discretionary 11.78%
5 Materials 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.99M 1.61%
103,604
27
$3.42M 1.38%
59,575
-1,900
28
$3.21M 1.3%
61,900
-8,337
29
$2.82M 1.14%
168,100
+10,700
30
$2.6M 1.05%
1,421
+295
31
$2.33M 0.94%
21,710
-110
32
$2.32M 0.94%
+47,680
33
$2.27M 0.92%
23,480
34
$2.21M 0.89%
22,400
-100
35
$2.01M 0.81%
18,950
-450
36
$2.01M 0.81%
102,640
-5,050
37
$1.96M 0.79%
40,800
+4,800
38
$1.85M 0.75%
5,093
39
$1.82M 0.74%
23,715
40
$1.69M 0.68%
16,500
-1,300
41
$1.61M 0.65%
6,500
42
$1.39M 0.56%
24,960
43
$1.21M 0.49%
24,800
-1,900
44
$1.06M 0.43%
4,700
+2,000
45
$1.06M 0.43%
6,028
46
$1.03M 0.42%
5,650
47
$847K 0.34%
6,000
48
$791K 0.32%
12,500
49
$772K 0.31%
10,000
50
$771K 0.31%
10,000
1
2
3 4