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
$208M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$2.22M
3
+$1.7M
4
MSFT icon
Microsoft
MSFT
+$1.61M
5
HD icon
Home Depot
HD
+$1.38M

Top Sells

1
+$8.6M
2
+$3.58M
3
+$3.33M
4
CELG
Celgene Corp
CELG
+$1.8M
5
ZION icon
Zions Bancorporation
ZION
+$1.36M

Sector Composition

1 Communication Services 21.85%
2 Financials 14.25%
3 Consumer Discretionary 13.05%
4 Technology 12.24%
5 Industrials 11.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.7M 1.3%
17,760
-225
27
$2.44M 1.17%
88,606
-3,344
28
$2.32M 1.11%
39,245
-1,370
29
$2.29M 1.1%
11,371
-650
30
$2.22M 1.06%
55,429
+2,229
31
$2.1M 1.01%
91,133
-5,385
32
$1.92M 0.92%
18,935
+1,250
33
$1.85M 0.89%
6,513
+3,630
34
$1.77M 0.85%
5,093
35
$1.7M 0.82%
+68,800
36
$1.64M 0.79%
30,500
-160,209
37
$1.59M 0.77%
17,350
38
$1.5M 0.72%
9,000
39
$1.41M 0.68%
84,250
-4,600
40
$1.2M 0.57%
11,813
+968
41
$1.12M 0.54%
13,655
-1,000
42
$1.1M 0.53%
5,500
-834
43
$1.09M 0.52%
21,450
-5,900
44
$1.08M 0.52%
12,555
45
$1.05M 0.5%
6,028
46
$989K 0.48%
6,000
47
$959K 0.46%
24,960
48
$822K 0.4%
37,000
49
$726K 0.35%
5,200
50
$722K 0.35%
+6,500
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