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
$380M
AUM Growth
+$38.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.07M
2
+$4.27M
3
+$2.33M
4
TEN
Tsakos Energy Navigation Ltd
TEN
+$2.24M
5
AEM icon
Agnico Eagle Mines
AEM
+$1.8M

Top Sells

1
+$1.9M
2
+$1.68M
3
+$1.57M
4
TNK icon
Teekay Tankers
TNK
+$1.13M
5
FSLR icon
First Solar
FSLR
+$1.01M

Sector Composition

1 Technology 34.9%
2 Communication Services 14.13%
3 Consumer Discretionary 11.04%
4 Financials 10.44%
5 Healthcare 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 1.07%
8,100
27
$3.63M 0.95%
6,634
-101
28
$3.62M 0.95%
8,205
-100
29
$3.52M 0.93%
25,720
30
$3.51M 0.92%
10,189
-72
31
$3.49M 0.92%
30,471
-2,304
32
$3.38M 0.89%
49,950
33
$3.04M 0.8%
1,850
+200
34
$2.8M 0.74%
40,684
-16,465
35
$2.72M 0.72%
33,466
-704
36
$2.67M 0.7%
459,429
-8,990
37
$2.56M 0.67%
67,163
+61,163
38
$2.55M 0.67%
19,117
-724
39
$2.45M 0.65%
33,105
-950
40
$2.39M 0.63%
40,095
-1,370
41
$2.24M 0.59%
+76,490
42
$2.18M 0.57%
8,475
-100
43
$2.01M 0.53%
51,367
44
$1.75M 0.46%
11,770
-200
45
$1.51M 0.4%
5,036
46
$1.5M 0.39%
+13,007
47
$1.48M 0.39%
40,498
-652
48
$1.32M 0.35%
11,248
-102
49
$1.22M 0.32%
2
50
$1.13M 0.3%
5,300
-50
1
2
3 4