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
$469M
AUM Growth
+$41.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$5.1M
2
+$4.89M
3
+$4.58M
4
DHT icon
DHT Holdings
DHT
+$2.37M
5
ARE icon
Alexandria Real Estate Equities
ARE
+$1.82M

Top Sells

1
+$11.3M
2
+$5.45M
3
+$4.25M
4
ORCL icon
Oracle
ORCL
+$2.34M
5
MSFT icon
Microsoft
MSFT
+$2.22M

Sector Composition

1 Technology 40.43%
2 Communication Services 14.55%
3 Consumer Discretionary 9.87%
4 Financials 9.5%
5 Materials 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INSW icon
51
International Seaways
INSW
$2.76B
$1.28M 0.27%
27,880
-1,100
ANET icon
52
Arista Networks
ANET
$164B
$1.28M 0.27%
8,760
-3,535
CYTK icon
53
Cytokinetics
CYTK
$7.76B
$1.17M 0.25%
21,330
-600
HON icon
54
Honeywell
HON
$137B
$1.12M 0.24%
5,300
IBIT icon
55
iShares Bitcoin Trust
IBIT
$74.5B
$1.06M 0.23%
+16,313
JNJ icon
56
Johnson & Johnson
JNJ
$529B
$927K 0.2%
5,000
XLK icon
57
State Street Technology Select Sector SPDR ETF
XLK
$93.6B
$867K 0.18%
6,150
-70
IVW icon
58
iShares S&P 500 Growth ETF
IVW
$66.9B
$842K 0.18%
6,975
ADBE icon
59
Adobe
ADBE
$127B
$832K 0.18%
2,360
VST icon
60
Vistra
VST
$61B
$705K 0.15%
3,600
BE icon
61
Bloom Energy
BE
$32.9B
$651K 0.14%
+7,700
TNK icon
62
Teekay Tankers
TNK
$2.07B
$606K 0.13%
11,985
COST icon
63
Costco
COST
$425B
$586K 0.13%
633
PLTR icon
64
Palantir
PLTR
$422B
$511K 0.11%
+2,800
CRWD icon
65
CrowdStrike
CRWD
$115B
$490K 0.1%
1,000
LIN icon
66
Linde
LIN
$205B
$475K 0.1%
1,000
XLC icon
67
State Street Communication Services Select Sector SPDR ETF
XLC
$26.4B
$462K 0.1%
3,905
GLD icon
68
SPDR Gold Trust
GLD
$157B
$462K 0.1%
1,300
WIX icon
69
WIX.com
WIX
$4.6B
$462K 0.1%
+2,600
SNOW icon
70
Snowflake
SNOW
$71.1B
$451K 0.1%
2,000
METC icon
71
Ramaco Resources Class A
METC
$1.42B
$447K 0.1%
+13,468
NGD
72
New Gold Inc
NGD
$8.24B
$445K 0.1%
62,000
HRI icon
73
Herc Holdings
HRI
$5.28B
$443K 0.09%
3,800
-14,811
CASY icon
74
Casey's General Stores
CASY
$23.6B
$339K 0.07%
600
RTX icon
75
RTX Corp
RTX
$268B
$335K 0.07%
2,000
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3
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