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
$251M
AUM Growth
+$8.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$7.46M
2
+$7.1M
3
+$4.3M
4
TWX
Time Warner Inc
TWX
+$4.15M
5
HALO icon
Halozyme
HALO
+$2.64M

Top Sells

1
+$4.32M
2
+$3.54M
3
+$3.53M
4
EOG icon
EOG Resources
EOG
+$3.04M
5
VOD icon
Vodafone
VOD
+$2.96M

Sector Composition

1 Healthcare 25.54%
2 Technology 18.32%
3 Energy 10.81%
4 Communication Services 9.58%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.25%
5,000
52
$598K 0.24%
8,000
53
$596K 0.24%
12,200
-705
54
$563K 0.22%
6,207
+307
55
$561K 0.22%
13,700
+500
56
$534K 0.21%
7,500
-45,300
57
$491K 0.2%
5,000
58
$488K 0.19%
13,500
59
$477K 0.19%
6,000
60
$463K 0.18%
5,564
61
$347K 0.14%
3,500
+500
62
$331K 0.13%
2,500
63
$308K 0.12%
5,000
64
$291K 0.12%
1,550
-250
65
$282K 0.11%
3,500
-2,750
66
$280K 0.11%
3,814
67
$259K 0.1%
4,000
68
$250K 0.1%
3,000
69
$243K 0.1%
2,500
70
$238K 0.09%
5,100
71
$227K 0.09%
3,000
72
$219K 0.09%
8,800
73
$215K 0.09%
+9,625
74
$213K 0.08%
1,382
-416
75
$60K 0.02%
500
-18,300
1 2
3
4