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
-$257K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$2.8M
3
+$2.75M
4
BAC icon
Bank of America
BAC
+$2.03M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.72M

Top Sells

1
+$6.33M
2
+$6.01M
3
+$4.61M
4
MS icon
Morgan Stanley
MS
+$3.95M
5
MNDT
Mandiant, Inc. Common Stock
MNDT
+$1.41M

Sector Composition

1 Communication Services 24.16%
2 Consumer Discretionary 13.81%
3 Financials 11.94%
4 Technology 9.58%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 1.64%
19,590
-4,475
27
$2.75M 1.32%
+27,110
28
$2.65M 1.27%
106,300
+37,500
29
$2.64M 1.27%
11,471
+100
30
$2.39M 1.15%
31,786
-16,918
31
$2.34M 1.12%
55,300
-129
32
$2.3M 1.11%
90,727
-406
33
$2.23M 1.07%
39,045
-200
34
$2.01M 0.97%
5,093
35
$1.75M 0.84%
17,350
36
$1.74M 0.84%
9,000
37
$1.74M 0.84%
30,500
38
$1.58M 0.76%
+31,986
39
$1.32M 0.64%
11,813
40
$1.23M 0.59%
48,850
+33,200
41
$1.17M 0.56%
5,500
42
$1.03M 0.49%
11,250
-1,305
43
$933K 0.45%
13,255
-400
44
$873K 0.42%
6,028
45
$859K 0.41%
37,000
46
$840K 0.4%
+13,700
47
$776K 0.37%
24,960
48
$735K 0.35%
6,500
49
$704K 0.34%
6,000
50
$696K 0.33%
5,000
-200
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