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
$323M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.46M
2
+$4.33M
3
+$3.79M
4
URI icon
United Rentals
URI
+$2.77M
5
CTRA icon
Coterra Energy
CTRA
+$1.79M

Top Sells

1
+$4.53M
2
+$3.61M
3
+$2.45M
4
DKNG icon
DraftKings
DKNG
+$1.19M
5
NEM icon
Newmont
NEM
+$857K

Sector Composition

1 Technology 31.44%
2 Communication Services 15.37%
3 Financials 14.08%
4 Healthcare 10.16%
5 Consumer Discretionary 9.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.37M 1.35%
24,580
-120
27
$4.33M 1.34%
+110,180
28
$4.09M 1.27%
12,160
-70
29
$4.04M 1.25%
77,800
+1,900
30
$3.79M 1.18%
+27,720
31
$3.73M 1.16%
31,890
-1,050
32
$3.56M 1.11%
6,287
-50
33
$3.38M 1.05%
177,935
+94,075
34
$3.29M 1.02%
5,053
35
$3.26M 1.01%
6,845
-260
36
$3.2M 0.99%
9,627
+8,345
37
$3.17M 0.98%
41,385
+50
38
$2.94M 0.91%
94,175
+8,675
39
$2.87M 0.89%
57,000
40
$2.65M 0.82%
25,500
-1,350
41
$2.48M 0.77%
51,450
42
$2.26M 0.7%
19,300
43
$2.22M 0.69%
1,650
44
$2.12M 0.66%
86,475
+16,600
45
$1.54M 0.48%
14,275
-600
46
$1.31M 0.41%
+28,750
47
$1.29M 0.4%
8,346
-600
48
$1.25M 0.39%
24,899
49
$1.11M 0.35%
5,350
50
$975K 0.3%
38,800
-1,000
1
2
3 4