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
$254M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.9M
2
+$417K
3
+$402K
4
PFE icon
Pfizer
PFE
+$359K
5
EA icon
Electronic Arts
EA
+$261K

Top Sells

1
+$5.27M
2
+$1.52M
3
+$1.25M
4
MA icon
Mastercard
MA
+$1.1M
5
URI icon
United Rentals
URI
+$916K

Sector Composition

1 Technology 28.68%
2 Communication Services 14.44%
3 Financials 13.5%
4 Materials 11.66%
5 Consumer Discretionary 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.81M 1.11%
30,260
-505
27
$2.79M 1.1%
26,720
28
$2.77M 1.09%
6,735
-70
29
$2.66M 1.05%
13,325
-4,300
30
$2.46M 0.97%
49,950
31
$2.34M 0.92%
110,852
-1,357
32
$2.18M 0.86%
592,054
-1,984
33
$2.17M 0.86%
1,650
34
$2.07M 0.81%
43,365
-95
35
$2.02M 0.8%
24,899
36
$1.98M 0.78%
52,300
37
$1.97M 0.77%
9,625
-15
38
$1.94M 0.77%
9,333
-1,400
39
$1.91M 0.75%
18,300
40
$1.8M 0.71%
5,036
41
$1.78M 0.7%
15,760
-7,200
42
$1.72M 0.68%
8,100
43
$1.62M 0.64%
75,030
-1,000
44
$1.36M 0.54%
25,120
-240
45
$1.25M 0.49%
27,557
+51
46
$1.11M 0.44%
13,450
-625
47
$1.02M 0.4%
5,350
48
$996K 0.39%
25,605
-500
49
$931K 0.37%
2
50
$806K 0.32%
5,200
1
2
3 4