HCM

Harvey Capital Management Portfolio holdings

AUM $469M
1-Year Est. Return 35.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$3.04M
3
+$1.93M
4
ARE icon
Alexandria Real Estate Equities
ARE
+$1.77M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$1.52M

Top Sells

1
+$6.55M
2
+$4.8M
3
+$2.85M
4
TTWO icon
Take-Two Interactive
TTWO
+$2.81M
5
EXPE icon
Expedia Group
EXPE
+$1.77M

Sector Composition

1 Technology 40.65%
2 Communication Services 14.05%
3 Financials 10.95%
4 Consumer Discretionary 10.92%
5 Materials 7.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.61M 1.08%
46,950
27
$4.6M 1.08%
12,330
+2,215
28
$4.57M 1.07%
8,095
-110
29
$4.54M 1.06%
18,910
-12,450
30
$4.46M 1.05%
7,191
31
$4.31M 1.01%
39,385
+13,980
32
$4.2M 0.98%
9,872
+8,552
33
$4.19M 0.98%
35,534
-11,800
34
$3.97M 0.93%
278,300
+10,200
35
$3.96M 0.93%
12,707
-4,556
36
$3.89M 0.91%
50,125
-1,210
37
$3.43M 0.8%
64,820
-84,355
38
$3.39M 0.79%
28,013
-900
39
$3.2M 0.75%
18,520
+10,650
40
$2.74M 0.64%
20,400
-1,100
41
$2.58M 0.6%
18,611
-1,285
42
$2.47M 0.58%
14,205
-10,915
43
$2.35M 0.55%
4,511
-182
44
$2.2M 0.52%
51,485
+34,485
45
$1.83M 0.43%
4,372
46
$1.77M 0.41%
+23,775
47
$1.47M 0.34%
2
48
$1.27M 0.3%
5,623
49
$1.22M 0.28%
+12,295
50
$1.18M 0.28%
44,375
-12,655
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