HCM
Harvey Capital Management Portfolio holdings
AUM
$469M
1-Year Est. Return
36.59%
1 Year Est. Return
+36.59%
AUM
$427M
AUM Growth
+$44.7M
(+12%)
Holding
85
Top Buys
| 1 | +$3.64M | |
| 2 | +$3.22M | |
| 3 | +$1.84M | |
| 4 |
Alexandria Real Estate Equities
ARE
|
+$1.77M |
| 5 |
Jazz Pharmaceuticals
JAZZ
|
+$1.53M |
Top Sells
| 1 | +$6.55M | |
| 2 | +$4.46M | |
| 3 | +$2.99M | |
| 4 |
Dell
DELL
|
+$2.85M |
| 5 |
Expedia Group
EXPE
|
+$1.9M |
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
Walmart
WMT
$817B
| $4.61M | 1.08% |
46,950
|
|
||
27
Home Depot
HD
$361B
| $4.6M | 1.08% |
12,330
+2,215
|
|
||
28
Mastercard
MA
$490B
| $4.57M | 1.07% |
8,095
-110
|
|
||
29
Take-Two Interactive
TTWO
$43.4B
| $4.54M | 1.06% |
18,910
-12,450
|
|
||
30
iShares Core S&P 500 ETF
IVV
$667B
| $4.46M | 1.05% |
7,191
|
|
||
|
31
Jazz Pharmaceuticals
JAZZ
$8.57B
| $4.31M | 1.01% |
39,385
+13,980
|
|
||
32
Motorola Solutions
MSI
$63.3B
| $4.2M | 0.98% |
9,872
+8,552
|
|
||
33
Agnico Eagle Mines
AEM
$84.4B
| $4.19M | 0.98% |
35,534
-11,800
|
|
||
34
Navigator Holdings
NVGS
$1.16B
| $3.97M | 0.93% |
278,300
+10,200
|
|
||
35
Autodesk
ADSK
$63.8B
| $3.96M | 0.93% |
12,707
-4,556
|
|
||
36
Zoom
ZM
$25.2B
| $3.89M | 0.91% |
50,125
-1,210
|
|
||
37
Halozyme
HALO
$8.24B
| $3.43M | 0.8% |
64,820
-84,355
|
|
||
38
Micron Technology
MU
$277B
| $3.39M | 0.79% |
28,013
-900
|
|
||
|
FISV
39
Fiserv Inc
FISV
$34.1B
| $3.2M | 0.75% |
18,520
+10,650
|
|
||
40
Nucor
NUE
$33.8B
| $2.74M | 0.64% |
20,400
-1,100
|
|
||
41
Herc Holdings
HRI
$4.44B
| $2.58M | 0.6% |
18,611
-1,285
|
|
||
|
42
Expedia Group
EXPE
$32.4B
| $2.47M | 0.58% |
14,205
-10,915
|
|
||
43
Synopsys
SNPS
$72.4B
| $2.35M | 0.55% |
4,511
-182
|
|
||
44
BridgeBio Pharma
BBIO
$12.8B
| $2.2M | 0.52% |
51,485
+34,485
|
|
||
45
Charter Communications
CHTR
$26.3B
| $1.83M | 0.43% |
4,372
|
|
||
|
46
Alexandria Real Estate Equities
ARE
$9.04B
| $1.77M | 0.41% |
+23,775
|
|
||
47
Berkshire Hathaway Class A
BRK.A
$1.1T
| $1.47M | 0.34% |
2
|
|
||
48
Honeywell
HON
$126B
| $1.27M | 0.3% |
5,300
|
|
||
49
Arista Networks
ANET
$165B
| $1.22M | 0.28% |
+12,295
|
|
||
50
FIVE9
FIVN
$1.59B
| $1.18M | 0.28% |
44,375
-12,655
|
|