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
$201M
AUM Growth
-$6.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$4.7M
2
+$3.3M
3
+$2.08M
4
ETSY icon
Etsy
ETSY
+$1.92M
5
RCL icon
Royal Caribbean
RCL
+$1.39M

Top Sells

1
+$4.47M
2
+$2.78M
3
+$2.39M
4
HD icon
Home Depot
HD
+$2.35M
5
MLM icon
Martin Marietta Materials
MLM
+$2.07M

Sector Composition

1 Communication Services 24.29%
2 Consumer Discretionary 17.15%
3 Healthcare 11.27%
4 Technology 10.91%
5 Financials 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.69M 1.34%
47,710
+34,010
27
$2.55M 1.27%
46,300
+15,800
28
$2.49M 1.24%
55,300
29
$2.43M 1.21%
88,898
-1,829
30
$2.42M 1.2%
14,045
-5,545
31
$2.36M 1.17%
39,045
32
$2.1M 1.04%
5,093
33
$1.94M 0.96%
77,500
-28,800
34
$1.85M 0.92%
7,960
-10,135
35
$1.6M 0.8%
9,000
36
$1.54M 0.77%
10,185
-18,360
37
$1.54M 0.76%
17,100
-250
38
$1.39M 0.69%
+12,860
39
$1.39M 0.69%
11,813
40
$1.16M 0.58%
45,850
-3,000
41
$1.14M 0.57%
5,500
42
$1.07M 0.53%
3,900
-7,571
43
$1.04M 0.52%
+55,000
44
$977K 0.49%
11,250
45
$875K 0.43%
37,000
46
$828K 0.41%
6,028
47
$741K 0.37%
6,500
48
$693K 0.34%
24,960
49
$646K 0.32%
5,000
50
$623K 0.31%
2
1
2
3 4