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
$400M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$5.11M
3
+$3.1M
4
DELL icon
Dell
DELL
+$2.85M
5
NICE icon
Nice
NICE
+$2.6M

Top Sells

1
+$3.49M
2
+$2.45M
3
+$2.22M
4
BAC icon
Bank of America
BAC
+$2.18M
5
SU icon
Suncor Energy
SU
+$1.77M

Sector Composition

1 Technology 37.35%
2 Communication Services 14.52%
3 Consumer Discretionary 10.82%
4 Financials 9.81%
5 Healthcare 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.98M 1.24%
71,355
-800
27
$4.85M 1.21%
19,361
28
$4.13M 1.03%
25,720
29
$4.12M 1.03%
10,174
-15
30
$4.05M 1.01%
8,205
31
$4.04M 1.01%
101,900
-54,825
32
$4.03M 1.01%
49,950
33
$3.82M 0.96%
6,624
-10
34
$3.8M 0.95%
1,850
35
$3.77M 0.94%
23,655
+4,538
36
$2.85M 0.71%
+24,025
37
$2.6M 0.65%
+14,996
38
$2.42M 0.6%
+156,620
39
$2.36M 0.59%
33,061
-405
40
$2.34M 0.59%
40,195
-489
41
$2.1M 0.52%
11,670
-100
42
$1.94M 0.48%
46,367
-5,000
43
$1.93M 0.48%
39,095
-1,000
44
$1.91M 0.48%
49,048
+8,550
45
$1.77M 0.44%
70,610
-5,880
46
$1.72M 0.43%
+59,776
47
$1.63M 0.41%
5,036
48
$1.38M 0.35%
2
49
$1.36M 0.34%
11,198
-50
50
$1.1M 0.27%
5,300
1
2
3 4