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
$231M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$2.69M
2
+$1.79M
3
+$1.15M
4
ORCL icon
Oracle
ORCL
+$456K
5
WMT icon
Walmart
WMT
+$51.9K

Top Sells

1
+$2.98M
2
+$2.44M
3
+$2.22M
4
INSW icon
International Seaways
INSW
+$2.18M
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.12M

Sector Composition

1 Technology 27.24%
2 Communication Services 14.59%
3 Materials 13.12%
4 Financials 12.92%
5 Energy 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.08%
142,219
-170,292
27
$2.43M 1.05%
26,920
28
$2.43M 1.05%
13,013
-13,090
29
$2.42M 1.05%
6,755
+25
30
$2.36M 1.02%
25,200
31
$2.26M 0.98%
24,899
32
$2.21M 0.96%
51,150
+1,200
33
$2.15M 0.93%
44,000
-300
34
$2.11M 0.91%
9,740
-65
35
$2.02M 0.88%
40,365
-300
36
$1.94M 0.84%
25,660
-23,020
37
$1.79M 0.77%
+118,350
38
$1.54M 0.67%
18,300
39
$1.53M 0.66%
52,300
-300
40
$1.53M 0.66%
5,036
41
$1.52M 0.66%
613,784
-6,952
42
$1.36M 0.59%
1,650
43
$1.35M 0.59%
16,495
-20,660
44
$1.21M 0.52%
14,075
-100
45
$1.19M 0.51%
27,499
-116
46
$1.18M 0.51%
33,600
-62,100
47
$1.1M 0.48%
8,100
48
$1.07M 0.46%
8,905
49
$1.05M 0.46%
68,570
-134,890
50
$1.01M 0.44%
26,705
-43,870
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