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
$256M
AUM Growth
-$67.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.06M
3
+$1.9M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.76M
5
URI icon
United Rentals
URI
+$1.09M

Top Sells

1
+$10.6M
2
+$1.68M
3
+$1.07M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$640K
5
CTRA icon
Coterra Energy
CTRA
+$476K

Sector Composition

1 Technology 28.47%
2 Communication Services 16.11%
3 Financials 11.93%
4 Materials 11.43%
5 Energy 8.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 1.4%
70,575
-33,025
27
$3.44M 1.34%
12,556
-35
28
$3.38M 1.32%
37,155
-3
29
$3.16M 1.23%
22,255
-110
30
$2.75M 1.07%
7,527
31
$2.55M 0.99%
6,730
32
$2.53M 0.99%
26,920
33
$2.43M 0.95%
203,460
+10,560
34
$2.37M 0.92%
620,736
+147,886
35
$2.36M 0.92%
5,036
36
$2.25M 0.88%
+40,665
37
$2.24M 0.87%
25,200
38
$2.22M 0.87%
93,825
-125
39
$2.19M 0.85%
9,805
+8,535
40
$2.08M 0.81%
24,899
41
$2.06M 0.81%
52,600
42
$2.06M 0.8%
+44,300
43
$2.03M 0.79%
95,700
+25,950
44
$2.02M 0.79%
49,950
-1,500
45
$1.43M 0.56%
27,615
+1,390
46
$1.4M 0.54%
18,300
-1,000
47
$1.36M 0.53%
14,175
48
$1.31M 0.51%
8,100
-2,825
49
$1.08M 0.42%
8,905
+7,005
50
$1.05M 0.41%
1,650
1
2
3 4