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
$267M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.2M
3
+$3M
4
JD icon
JD.com
JD
+$2.83M
5
MA icon
Mastercard
MA
+$2.25M

Top Sells

1
+$10.2M
2
+$5.28M
3
+$3.72M
4
T icon
AT&T
T
+$2.8M
5
AGU
Agrium
AGU
+$2.72M

Sector Composition

1 Communication Services 22.59%
2 Financials 14.92%
3 Technology 14.03%
4 Consumer Discretionary 12.91%
5 Healthcare 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.79M 1.79%
41,985
+1,650
27
$4.71M 1.76%
29,500
-5,260
28
$3.96M 1.48%
50,815
+38,495
29
$3.66M 1.37%
20,885
+12,855
30
$3.6M 1.35%
35,885
+320
31
$3.56M 1.33%
38,435
+550
32
$3.53M 1.32%
103,200
-204
33
$3.32M 1.24%
69,365
-2,000
34
$2.82M 1.06%
23,610
+16,610
35
$2.82M 1.06%
144,450
+10,200
36
$2.52M 0.94%
64,900
-95,800
37
$2.29M 0.86%
33,655
+20,565
38
$2.25M 0.84%
22,400
39
$2.18M 0.81%
30,680
+4,825
40
$2.01M 0.75%
+13,708
41
$1.98M 0.74%
+204,900
42
$1.93M 0.72%
18,650
-150
43
$1.72M 0.64%
23,715
44
$1.67M 0.63%
7,500
+1,000
45
$1.6M 0.6%
+31,500
46
$1.58M 0.59%
5,093
47
$1.56M 0.59%
92,450
-50
48
$1.56M 0.59%
+77,000
49
$1.41M 0.53%
97,255
-930
50
$1.39M 0.52%
+75,563
1
2
3 4