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
$272M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$7.38M
2
+$4.64M
3
+$4.24M
4
PRU icon
Prudential Financial
PRU
+$3.71M
5
PFPT
Proofpoint, Inc.
PFPT
+$3.62M

Top Sells

1
+$15.4M
2
+$9.44M
3
+$4.36M
4
QCOM icon
Qualcomm
QCOM
+$3.3M
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$2.42M

Sector Composition

1 Healthcare 26.25%
2 Technology 19.76%
3 Communication Services 15.62%
4 Industrials 7.91%
5 Energy 5.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$870K 0.32%
4
52
$846K 0.31%
10,000
53
$831K 0.31%
6,028
-54
54
$825K 0.3%
8,000
55
$815K 0.3%
5,650
56
$758K 0.28%
10,200
-2,000
57
$537K 0.2%
+22,100
58
$523K 0.19%
5,200
+200
59
$521K 0.19%
5,245
60
$511K 0.19%
28,756
61
$494K 0.18%
6,000
62
$465K 0.17%
5,307
-935
63
$435K 0.16%
13,500
64
$413K 0.15%
2,500
65
$347K 0.13%
+10,540
66
$339K 0.12%
3,500
67
$333K 0.12%
+4,000
68
$313K 0.12%
7,700
-4,000
69
$311K 0.11%
1,500
-50
70
$302K 0.11%
+5,000
71
$281K 0.1%
3,814
72
$277K 0.1%
4,000
73
$275K 0.1%
5,000
74
$250K 0.09%
8,800
75
$245K 0.09%
3,000
-645
1 2
3
4