HCM

Harvey Capital Management Portfolio holdings

AUM $427M
1-Year Est. Return 23.84%
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$3.41M
2
+$3.28M
3
+$2.46M
4
NVDA icon
NVIDIA
NVDA
+$2.37M
5
URI icon
United Rentals
URI
+$2.35M

Top Sells

1
+$3.67M
2
+$3.08M
3
+$1.89M
4
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$1.53M
5
IBDN
iShares iBonds Dec 2022 Term Corporate ETF
IBDN
+$1.11M

Sector Composition

1 Technology 28.98%
2 Financials 15.19%
3 Consumer Discretionary 14.4%
4 Communication Services 14.29%
5 Healthcare 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.59M 1.52%
48,150
+295
27
$4.25M 1.4%
12,230
-135
28
$3.93M 1.3%
22,590
+369
29
$3.85M 1.27%
32,990
-180
30
$3.71M 1.22%
6,337
-1,705
31
$3.65M 1.2%
5,053
32
$3.52M 1.16%
8,182
-648
33
$3.3M 1.09%
42,435
-3,425
34
$3.28M 1.08%
+143,125
35
$3.25M 1.07%
57,000
+3,800
36
$3.24M 1.07%
18,300
-260
37
$3.01M 0.99%
84,750
+1,050
38
$2.57M 0.85%
1,650
39
$2.42M 0.8%
51,450
-7,500
40
$2.35M 0.78%
+7,375
41
$2.16M 0.71%
71,375
-33,100
42
$2.16M 0.71%
19,300
43
$2.14M 0.71%
+15,097
44
$2.13M 0.7%
40,885
+45
45
$1.6M 0.53%
9,096
-65
46
$1.58M 0.52%
10,649
-915
47
$1.52M 0.5%
14,875
-600
48
$1.5M 0.49%
16,743
-700
49
$1.18M 0.39%
24,899
-61
50
$1.17M 0.39%
5,350
1
2
3 4