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
$276M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$6.04M
3
+$4.17M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.38M
5
VZ icon
Verizon
VZ
+$3.25M

Top Sells

1
+$7.64M
2
+$4.45M
3
+$1.88M
4
SKX
Skechers
SKX
+$1.85M
5
AKAM icon
Akamai
AKAM
+$1.42M

Sector Composition

1 Communication Services 24.1%
2 Technology 14.3%
3 Healthcare 12.83%
4 Financials 12.08%
5 Consumer Discretionary 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.81M 1.74%
16,325
+130
27
$4.17M 1.51%
+82,025
28
$4.14M 1.5%
103,404
-200
29
$3.78M 1.37%
71,365
+61,450
30
$3.38M 1.22%
+35,565
31
$3.32M 1.2%
56,800
+16,000
32
$2.72M 0.99%
23,695
+1,985
33
$2.71M 0.98%
+134,250
34
$2.53M 0.92%
23,460
-20
35
$2.44M 0.88%
+58,890
36
$2.41M 0.87%
22,400
37
$2.16M 0.78%
18,800
-150
38
$1.98M 0.72%
39,200
-22,700
39
$1.8M 0.65%
29,175
-30,400
40
$1.78M 0.65%
23,715
41
$1.71M 0.62%
5,093
42
$1.68M 0.61%
25,855
-21,825
43
$1.68M 0.61%
98,185
-4,455
44
$1.52M 0.55%
6,500
45
$1.48M 0.54%
24,960
46
$1.41M 0.51%
809
-612
47
$1.41M 0.51%
23,519
-1,281
48
$1.31M 0.48%
92,500
-75,600
49
$1.28M 0.47%
6,484
+834
50
$1.22M 0.44%
8,030
+2,030
1
2
3 4