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
$188M
AUM Growth
-$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.75M
3
+$2.37M
4
HD icon
Home Depot
HD
+$1.95M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.74M

Top Sells

1
+$2.82M
2
+$2.24M
3
+$1.85M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.78M
5
ALB icon
Albemarle
ALB
+$1.63M

Sector Composition

1 Communication Services 21.71%
2 Technology 16.25%
3 Financials 14.02%
4 Consumer Discretionary 13.35%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.21%
40,615
-28,750
27
$2.27M 1.2%
91,950
-8,250
28
$2.07M 1.1%
12,021
-135
29
$1.95M 1.04%
+11,365
30
$1.81M 0.96%
53,200
31
$1.74M 0.92%
+16,900
32
$1.72M 0.92%
96,518
+16,383
33
$1.64M 0.87%
17,685
-30,385
34
$1.53M 0.81%
37,535
-55,090
35
$1.45M 0.77%
5,093
36
$1.44M 0.77%
88,850
-3,000
37
$1.41M 0.75%
17,350
-1,300
38
$1.38M 0.73%
27,350
-3,450
39
$1.29M 0.69%
6,334
-150
40
$1.18M 0.63%
9,000
41
$1.13M 0.6%
14,655
-21,205
42
$1.06M 0.56%
10,845
+8,845
43
$965K 0.51%
12,555
-11,160
44
$960K 0.51%
6,028
45
$955K 0.51%
24,960
46
$951K 0.51%
6,000
-1,500
47
$758K 0.4%
37,000
-9,000
48
$757K 0.4%
36,200
-88,660
49
$735K 0.39%
20,835
-31,600
50
$725K 0.39%
2,883
+60
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