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
$251M
AUM Growth
-$727K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.01M
3
+$724K
4
T icon
AT&T
T
+$530K
5
AMZN icon
Amazon
AMZN
+$401K

Top Sells

1
+$3.57M
2
+$3.32M
3
+$3.11M
4
DIS icon
Walt Disney
DIS
+$2.1M
5
AKAM icon
Akamai
AKAM
+$1.69M

Sector Composition

1 Communication Services 20.33%
2 Technology 16.36%
3 Financials 15.39%
4 Consumer Discretionary 12.65%
5 Materials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.26M 1.3%
124,860
-2,400
27
$2.99M 1.19%
19,910
-3,600
28
$2.96M 1.18%
32,615
29
$2.95M 1.17%
100,200
30
$2.4M 0.96%
52,435
-1,000
31
$2.21M 0.88%
12,156
-18,275
32
$2.16M 0.86%
32,405
-1,050
33
$1.97M 0.78%
189,400
-4,800
34
$1.89M 0.75%
18,650
35
$1.88M 0.75%
53,200
36
$1.84M 0.73%
12,740
-523
37
$1.83M 0.73%
23,715
38
$1.72M 0.68%
7,500
39
$1.67M 0.67%
84,150
-28,000
40
$1.66M 0.66%
5,093
41
$1.57M 0.63%
80,135
+4,572
42
$1.57M 0.63%
30,800
-700
43
$1.56M 0.62%
91,850
44
$1.48M 0.59%
9,000
45
$1.39M 0.55%
6,484
46
$1.19M 0.47%
12,500
47
$1.17M 0.47%
77,000
48
$1.14M 0.45%
24,960
49
$1.06M 0.42%
6,028
50
$952K 0.38%
46,000
-1,000
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