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
$202M
AUM Growth
+$53.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$6.52M
2
+$4.83M
3
+$3.34M
4
JPM icon
JPMorgan Chase
JPM
+$2.85M
5
V icon
Visa
V
+$2.66M

Top Sells

1
+$2.76M
2
+$2.48M
3
+$2.48M
4
EA icon
Electronic Arts
EA
+$1.32M
5
OUT icon
Outfront Media
OUT
+$1.06M

Sector Composition

1 Technology 24.84%
2 Communication Services 23.1%
3 Consumer Discretionary 14.44%
4 Healthcare 13.19%
5 Financials 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.36%
10,940
-2,600
27
$2.6M 1.29%
+12,610
28
$2.6M 1.29%
5,093
29
$2.56M 1.27%
+28,090
30
$2.48M 1.23%
17,162
31
$2.28M 1.13%
19,650
32
$2.07M 1.03%
53,200
-12,800
33
$2.04M 1.01%
26,565
-35,825
34
$2.04M 1.01%
15,409
-1,350
35
$1.66M 0.82%
66,154
+4,626
36
$1.63M 0.8%
1,650
37
$1.46M 0.72%
+7,200
38
$1.21M 0.6%
+9,025
39
$1.19M 0.59%
23,200
40
$1.18M 0.58%
16,070
-400
41
$1.11M 0.55%
43,450
+4,000
42
$1.01M 0.5%
16,675
+100
43
$996K 0.49%
+6,984
44
$914K 0.45%
38,500
+2,500
45
$786K 0.39%
6,028
46
$768K 0.38%
+3,000
47
$750K 0.37%
6,500
48
$745K 0.37%
5,300
-300
49
$650K 0.32%
24,960
50
$610K 0.3%
5,700
1
2
3 4