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
$292M
AUM Growth
-$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$3.46M
3
+$2.97M
4
FI icon
Fiserv
FI
+$2.91M
5
CF icon
CF Industries
CF
+$1.83M

Top Sells

1
+$8.18M
2
+$7.28M
3
+$6.71M
4
FAN icon
First Trust Global Wind Energy ETF
FAN
+$4.62M
5
URI icon
United Rentals
URI
+$2.13M

Sector Composition

1 Technology 29.72%
2 Communication Services 16.67%
3 Financials 15.7%
4 Consumer Discretionary 11.97%
5 Healthcare 10.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.81M 1.31%
22,525
-65
27
$3.81M 1.3%
24,700
+6,400
28
$3.68M 1.26%
5,053
29
$3.65M 1.25%
6,337
30
$3.61M 1.24%
46,650
-1,500
31
$3.44M 1.18%
32,940
-50
32
$3.19M 1.09%
57,000
33
$3.1M 1.06%
41,335
-1,100
34
$3.06M 1.05%
7,105
-1,077
35
$2.91M 1%
+26,850
36
$2.88M 0.99%
85,500
+750
37
$2.77M 0.95%
1,650
38
$2.39M 0.82%
51,450
39
$2.13M 0.73%
19,300
40
$2.04M 0.7%
69,875
-1,500
41
$1.83M 0.63%
+32,845
42
$1.82M 0.62%
+83,860
43
$1.56M 0.54%
14,875
44
$1.51M 0.52%
8,946
-150
45
$1.34M 0.46%
24,899
46
$1.19M 0.41%
24,675
-16,210
47
$1.14M 0.39%
5,350
48
$1.01M 0.34%
+39,800
49
$893K 0.31%
+35,000
50
$857K 0.29%
15,800
+5,200
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