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
$225M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.22M
3
+$3.01M
4
PYPL icon
PayPal
PYPL
+$2.22M
5
ADBE icon
Adobe
ADBE
+$2.01M

Top Sells

1
+$6.12M
2
+$4.95M
3
+$2.6M
4
CAT icon
Caterpillar
CAT
+$2.4M
5
CCL icon
Carnival Corp
CCL
+$1.36M

Sector Composition

1 Communication Services 23.48%
2 Consumer Discretionary 19.93%
3 Technology 14.85%
4 Financials 12.02%
5 Healthcare 11.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 1.31%
75,000
+20,000
27
$2.82M 1.25%
12,445
+6,945
28
$2.64M 1.17%
14,045
29
$2.49M 1.1%
55,300
30
$2.47M 1.1%
5,093
31
$2.4M 1.06%
39,020
-25
32
$2.35M 1.04%
88,898
33
$2.22M 0.99%
+20,515
34
$2.01M 0.89%
+6,085
35
$1.85M 0.82%
9,001
+1
36
$1.82M 0.81%
73,036
-4,464
37
$1.72M 0.76%
12,860
38
$1.69M 0.75%
+28,910
39
$1.65M 0.73%
11,858
+45
40
$1.61M 0.71%
+37,340
41
$1.59M 0.71%
16,975
-125
42
$1.49M 0.66%
16,000
-28,055
43
$1.47M 0.65%
10,185
44
$1.11M 0.49%
43,850
-2,000
45
$1.06M 0.47%
11,250
46
$1.01M 0.45%
+4,000
47
$889K 0.39%
6,028
48
$870K 0.39%
36,000
-1,000
49
$758K 0.34%
6,000
50
$740K 0.33%
6,500
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