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
$324M
AUM Growth
+$1.43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$4.9M
3
+$4.21M
4
SB icon
Safe Bulkers
SB
+$2.25M
5
CTRA icon
Coterra Energy
CTRA
+$2.22M

Top Sells

1
+$7.34M
2
+$3.73M
3
+$3.16M
4
PYPL icon
PayPal
PYPL
+$2.88M
5
DBX icon
Dropbox
DBX
+$2.12M

Sector Composition

1 Technology 28.35%
2 Communication Services 15.54%
3 Materials 12.13%
4 Financials 11.96%
5 Consumer Discretionary 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.9M 1.51%
+37,158
27
$4.89M 1.51%
48,680
-1,180
28
$4.64M 1.43%
12,974
29
$4.11M 1.27%
22,365
-60
30
$3.77M 1.16%
12,591
+670
31
$3.56M 1.1%
26,920
-800
32
$3.43M 1.06%
7,527
+1,240
33
$3.05M 0.94%
6,730
-115
34
$2.75M 0.85%
5,036
-17
35
$2.65M 0.82%
93,950
-225
36
$2.56M 0.79%
25,200
-300
37
$2.55M 0.79%
51,450
38
$2.46M 0.76%
52,600
-4,400
39
$2.43M 0.75%
10,925
-1,235
40
$2.25M 0.69%
+472,850
41
$2.13M 0.66%
24,899
42
$2.04M 0.63%
+192,900
43
$1.96M 0.61%
1,650
44
$1.79M 0.55%
26,225
-2,525
45
$1.75M 0.54%
19,300
46
$1.68M 0.52%
14,175
-100
47
$1.26M 0.39%
+69,750
48
$1.14M 0.35%
8,326
-20
49
$1.06M 0.33%
2
50
$1.04M 0.32%
5,350
1
2
3 4