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
$161M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$9.52M
2
+$9.19M
3
+$8.91M
4
GILD icon
Gilead Sciences
GILD
+$8.57M
5
QCOM icon
Qualcomm
QCOM
+$8.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.48%
2 Healthcare 19.71%
3 Energy 14.21%
4 Communication Services 7.65%
5 Consumer Discretionary 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$403K 0.25%
+19,200
52
$341K 0.21%
+4,000
53
$337K 0.21%
+2
54
$302K 0.19%
+3,700
55
$283K 0.18%
+8,200
56
$235K 0.15%
+2,900
57
$214K 0.13%
+8,800
58
$30K 0.02%
+3,333
1 2
3