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
$239M
AUM Growth
+$7.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$1.73M
3
+$1.38M
4
MLM icon
Martin Marietta Materials
MLM
+$1.33M
5
BAC icon
Bank of America
BAC
+$1.21M

Top Sells

1
+$1.96M
2
+$1.35M
3
+$852K
4
INSW icon
International Seaways
INSW
+$770K
5
MU icon
Micron Technology
MU
+$715K

Sector Composition

1 Technology 25.25%
2 Financials 15.16%
3 Communication Services 13.4%
4 Materials 12.67%
5 Energy 10.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 1.15%
26,720
-200
27
$2.61M 1.1%
6,805
+50
28
$2.51M 1.05%
30,765
+16,875
29
$2.49M 1.04%
43,460
-540
30
$2.36M 0.99%
49,950
-1,200
31
$2.34M 0.98%
17,625
-3,455
32
$2.32M 0.97%
22,960
-2,240
33
$2.2M 0.92%
9,640
-100
34
$2.16M 0.9%
112,209
-30,010
35
$2.01M 0.84%
10,733
-2,280
36
$1.99M 0.83%
24,899
37
$1.83M 0.77%
52,300
38
$1.82M 0.76%
18,300
39
$1.73M 0.73%
+76,030
40
$1.73M 0.72%
594,038
-19,746
41
$1.72M 0.72%
25,360
-300
42
$1.71M 0.72%
5,036
43
$1.52M 0.63%
87,500
-30,850
44
$1.4M 0.59%
14,075
45
$1.4M 0.58%
1,650
46
$1.37M 0.58%
27,506
+7
47
$1.3M 0.55%
26,065
-14,300
48
$1.15M 0.48%
5,350
49
$1.03M 0.43%
26,105
-600
50
$975K 0.41%
8,100
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2
3 4