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
$342M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$3.72M
3
+$3.34M
4
STNG icon
Scorpio Tankers
STNG
+$2.44M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.27M

Top Sells

1
+$4.55M
2
+$3.62M
3
+$2.95M
4
NEM icon
Newmont
NEM
+$2.35M
5
SBUX icon
Starbucks
SBUX
+$1.71M

Sector Composition

1 Technology 31.66%
2 Communication Services 13.98%
3 Financials 12.14%
4 Consumer Discretionary 12.08%
5 Healthcare 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.93M 1.15%
8,100
27
$3.54M 1.04%
6,735
28
$3.53M 1.03%
25,720
29
$3.34M 0.98%
19,841
-1,200
30
$3.34M 0.98%
+57,149
31
$3.01M 0.88%
49,950
32
$2.83M 0.83%
34,055
-43,450
33
$2.77M 0.81%
41,465
34
$2.58M 0.76%
8,575
35
$2.49M 0.73%
1,650
36
$2.44M 0.72%
+34,170
37
$2.32M 0.68%
468,419
+11
38
$2.3M 0.67%
38,496
+21,298
39
$2.23M 0.65%
51,367
-683
40
$2.04M 0.6%
20,895
-400
41
$1.91M 0.56%
11,970
42
$1.83M 0.54%
41,150
+10,800
43
$1.74M 0.51%
8,775
44
$1.68M 0.49%
6,403
45
$1.57M 0.46%
29,010
-174
46
$1.46M 0.43%
5,036
47
$1.33M 0.39%
11,350
-100
48
$1.27M 0.37%
2
49
$1.27M 0.37%
53,041
50
$1.22M 0.36%
24,899
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