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
$224M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$3.47M
3
+$3.27M
4
SHOP icon
Shopify
SHOP
+$2.86M
5
WMT icon
Walmart
WMT
+$2.73M

Top Sells

1
+$5.04M
2
+$4.73M
3
+$3.32M
4
AMZN icon
Amazon
AMZN
+$2.58M
5
EA icon
Electronic Arts
EA
+$1.9M

Sector Composition

1 Technology 29.12%
2 Communication Services 16.86%
3 Consumer Discretionary 14.47%
4 Healthcare 12.37%
5 Financials 8.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.13M 1.4%
13,300
+690
27
$2.98M 1.33%
106,350
-11,843
28
$2.94M 1.31%
8,743
-227
29
$2.93M 1.31%
10,550
-390
30
$2.92M 1.3%
30,300
31
$2.86M 1.28%
+28,000
32
$2.73M 1.22%
+58,650
33
$2.73M 1.22%
16,562
-600
34
$2.61M 1.17%
+22,463
35
$2.6M 1.16%
19,150
-500
36
$2.46M 1.1%
53,200
37
$2.21M 0.98%
+37,475
38
$2.15M 0.96%
9,311
+8,311
39
$2.12M 0.95%
15,299
-110
40
$1.81M 0.81%
72,178
+6,024
41
$1.79M 0.8%
1,650
42
$1.56M 0.7%
24,765
-1,800
43
$1.5M 0.67%
9,025
44
$1.37M 0.61%
16,000
-70
45
$1.27M 0.57%
+19,575
46
$1.22M 0.54%
47,450
+4,000
47
$1.05M 0.47%
16,575
-100
48
$991K 0.44%
8,970
+3,270
49
$959K 0.43%
+2,040
50
$953K 0.43%
+7,635
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