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
$246M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.61M
3
+$4.88M
4
PYPL icon
PayPal
PYPL
+$1.99M
5
AMZN icon
Amazon
AMZN
+$1.83M

Top Sells

1
+$5.03M
2
+$3.27M
3
+$2.86M
4
HON icon
Honeywell
HON
+$2.46M
5
IBM icon
IBM
IBM
+$1.79M

Sector Composition

1 Technology 27.66%
2 Communication Services 16.97%
3 Financials 14.25%
4 Consumer Discretionary 14.18%
5 Healthcare 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.5M 1.42%
44,917
+105
27
$3.44M 1.4%
12,950
+2,400
28
$3.34M 1.36%
5,053
-40
29
$3.31M 1.34%
12,115
-1,775
30
$3.28M 1.33%
8,743
31
$2.86M 1.16%
19,300
+150
32
$2.82M 1.14%
58,650
33
$2.79M 1.13%
53,200
34
$2.76M 1.12%
1,650
35
$2.04M 0.83%
19,835
+260
36
$1.99M 0.81%
+8,479
37
$1.96M 0.79%
42,040
+4,565
38
$1.91M 0.78%
11,094
+3,459
39
$1.79M 0.73%
71,907
-271
40
$1.72M 0.7%
16,100
+100
41
$1.68M 0.68%
11,349
-3,950
42
$1.67M 0.68%
5,460
-3,851
43
$1.6M 0.65%
+8,861
44
$1.23M 0.5%
24,960
45
$1.18M 0.48%
15,175
-1,400
46
$1.16M 0.47%
45,450
-2,000
47
$1.06M 0.43%
5,000
-11,562
48
$988K 0.4%
+38,500
49
$913K 0.37%
7,589
-14,874
50
$889K 0.36%
8,470
-500
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