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
$252M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.89M
2
+$2.82M
3
+$2.81M
4
FANG icon
Diamondback Energy
FANG
+$2.01M
5
AMZN icon
Amazon
AMZN
+$969K

Top Sells

1
+$8.93M
2
+$4.92M
3
+$3.98M
4
SKX
Skechers
SKX
+$2.52M
5
CMCSA icon
Comcast
CMCSA
+$1.64M

Sector Composition

1 Communication Services 19.95%
2 Financials 16.6%
3 Technology 14.69%
4 Consumer Discretionary 13.7%
5 Materials 12.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.39%
69,365
27
$3.43M 1.36%
36,360
-2,075
28
$3.15M 1.25%
32,615
-3,270
29
$3.11M 1.24%
23,510
-100
30
$2.82M 1.12%
+100,200
31
$2.81M 1.11%
+53,435
32
$2.44M 0.97%
194,200
-10,700
33
$2.35M 0.93%
22,400
34
$2.21M 0.88%
33,455
-200
35
$2.19M 0.87%
112,150
-32,300
36
$2.01M 0.8%
+15,250
37
$1.82M 0.72%
7,500
38
$1.77M 0.7%
13,263
-445
39
$1.75M 0.69%
9,000
-20,500
40
$1.75M 0.69%
53,200
-50,000
41
$1.74M 0.69%
18,650
42
$1.69M 0.67%
23,030
-7,650
43
$1.61M 0.64%
31,500
44
$1.6M 0.64%
23,715
45
$1.57M 0.62%
2,148
-2,084
46
$1.49M 0.59%
5,093
47
$1.45M 0.57%
75,563
48
$1.41M 0.56%
91,850
-600
49
$1.33M 0.53%
77,000
50
$1.21M 0.48%
6,484
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