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
$382M
AUM Growth
-$42.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.03M
3
+$2.59M
4
NVGS icon
Navigator Holdings
NVGS
+$1.4M
5
INSW icon
International Seaways
INSW
+$1.1M

Top Sells

1
+$2.81M
2
+$2.6M
3
+$2.58M
4
HALO icon
Halozyme
HALO
+$2.31M
5
MSFT icon
Microsoft
MSFT
+$2.15M

Sector Composition

1 Technology 35.8%
2 Communication Services 14.9%
3 Financials 11.21%
4 Consumer Discretionary 10.82%
5 Healthcare 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.52M 1.18%
17,263
-1,080
27
$4.5M 1.18%
8,205
28
$4.36M 1.14%
25,270
-450
29
$4.23M 1.11%
29,332
-9,305
30
$4.22M 1.1%
25,120
-12,140
31
$4.13M 1.08%
98,950
-2,850
32
$4.12M 1.08%
46,950
33
$4.04M 1.06%
7,191
+567
34
$3.79M 0.99%
51,335
-17,820
35
$3.71M 0.97%
10,115
-38
36
$3.61M 0.94%
1,850
37
$3.57M 0.93%
268,100
+105,000
38
$3.15M 0.83%
25,405
-45
39
$2.85M 0.74%
31,225
-25
40
$2.67M 0.7%
19,896
-612
41
$2.59M 0.68%
+21,500
42
$2.51M 0.66%
28,913
+4,553
43
$2.01M 0.53%
4,693
-62
44
$1.74M 0.45%
7,870
-3,650
45
$1.61M 0.42%
4,372
-664
46
$1.6M 0.42%
2
47
$1.55M 0.41%
57,030
+8,620
48
$1.47M 0.38%
39,800
-6,567
49
$1.45M 0.38%
499,570
+232,180
50
$1.12M 0.29%
5,300
1
2
3 4