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
$284M
AUM Growth
+$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$5.44M
2
+$5.32M
3
+$3.24M
4
ADSK icon
Autodesk
ADSK
+$2.64M
5
HRI icon
Herc Holdings
HRI
+$2.5M

Top Sells

1
+$7.4M
2
+$4.61M
3
+$2.93M
4
FIS icon
Fidelity National Information Services
FIS
+$1.29M
5
VZ icon
Verizon
VZ
+$952K

Sector Composition

1 Technology 27.48%
2 Communication Services 15.03%
3 Financials 11.78%
4 Consumer Discretionary 10.07%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.16M 1.11%
10,461
-1,215
27
$2.94M 1.03%
26,720
28
$2.89M 1.02%
6,735
29
$2.66M 0.94%
49,950
30
$2.5M 0.88%
+21,016
31
$2.48M 0.87%
41,765
+400
32
$2.43M 0.86%
8,100
33
$2.32M 0.82%
52,300
34
$2.32M 0.82%
25,400
35
$2.21M 0.78%
5,036
36
$2.21M 0.78%
9,628
+335
37
$2.16M 0.76%
65,060
-2,400
38
$2.09M 0.74%
1,650
39
$1.8M 0.63%
25,020
-460
40
$1.75M 0.62%
72,330
+3,300
41
$1.74M 0.61%
8,575
-50
42
$1.66M 0.58%
511,186
-54,183
43
$1.54M 0.54%
13,610
-1,150
44
$1.49M 0.52%
48,840
-16,000
45
$1.49M 0.52%
24,899
46
$1.37M 0.48%
8,875
+3,160
47
$1.12M 0.4%
11,850
-1,600
48
$1.11M 0.39%
57,419
-48,436
49
$1.06M 0.37%
2
50
$999K 0.35%
1,960
1
2
3 4