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
$301M
AUM Growth
+$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$5.92M
2
+$3.21M
3
+$3.05M
4
NEM icon
Newmont
NEM
+$2.35M
5
AMZN icon
Amazon
AMZN
+$1.76M

Top Sells

1
+$5.32M
2
+$2.45M
3
+$1.39M
4
URI icon
United Rentals
URI
+$805K
5
PXD
Pioneer Natural Resource Co.
PXD
+$725K

Sector Composition

1 Technology 30.14%
2 Communication Services 15.08%
3 Financials 12.38%
4 Consumer Discretionary 11.74%
5 Materials 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 1.18%
10,261
-200
27
$3.3M 1.1%
25,720
-1,000
28
$3.22M 1.07%
6,735
29
$3.13M 1.04%
21,041
+25
30
$2.87M 0.95%
8,100
31
$2.62M 0.87%
49,950
32
$2.59M 0.86%
1,650
33
$2.44M 0.81%
25,400
34
$2.36M 0.78%
41,465
-300
35
$2.35M 0.78%
+56,780
36
$2.28M 0.76%
52,050
-250
37
$2.26M 0.75%
8,575
38
$1.96M 0.65%
5,036
39
$1.84M 0.61%
468,408
-42,778
40
$1.79M 0.59%
21,295
-3,725
41
$1.59M 0.53%
11,970
-1,640
42
$1.5M 0.5%
24,899
43
$1.5M 0.5%
29,184
-27,000
44
$1.44M 0.48%
6,403
-3,225
45
$1.36M 0.45%
8,775
-100
46
$1.19M 0.39%
11,450
-400
47
$1.17M 0.39%
1,960
48
$1.17M 0.39%
+30,350
49
$1.15M 0.38%
39,950
-25,110
50
$1.13M 0.37%
53,041
-4,378
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