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
$255M
AUM Growth
-$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$4.4M
3
+$2.82M
4
PCYC
PHARMACYCLICS INC
PCYC
+$2.55M
5
CBI
Chicago Bridge & Iron Nv
CBI
+$1.36M

Top Sells

1
+$14.3M
2
+$7.19M
3
+$1.91M
4
GE icon
GE Aerospace
GE
+$1.85M
5
CHGG icon
Chegg
CHGG
+$1.6M

Sector Composition

1 Healthcare 22.87%
2 Technology 15.73%
3 Communication Services 15.06%
4 Energy 11.42%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$636K 0.25%
8,000
52
$635K 0.25%
13,700
53
$585K 0.23%
7,500
54
$532K 0.21%
5,000
55
$508K 0.2%
6,207
56
$505K 0.2%
6,000
57
$466K 0.18%
13,500
58
$465K 0.18%
5,245
59
$403K 0.16%
2,500
60
$346K 0.14%
3,500
61
$344K 0.13%
3,500
+1,000
62
$307K 0.12%
1,550
63
$293K 0.11%
3,500
64
$277K 0.11%
5,000
65
$260K 0.1%
4,000
66
$253K 0.1%
3,814
67
$248K 0.1%
39,800
-256,300
68
$242K 0.09%
9,625
69
$235K 0.09%
8,800
70
$213K 0.08%
1,300
71
$201K 0.08%
2,000
72
$29K 0.01%
3,333
73
– –
-107,310
74
– –
-5,100
75
– –
-2,000
1 2
3
4