HCM

Harvey Capital Management Portfolio holdings

AUM $427M
1-Year Est. Return 23.84%
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$253M
AUM Growth
+$2.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$4.3M
3
+$3.47M
4
RH icon
RH
RH
+$2.88M
5
ORCL icon
Oracle
ORCL
+$733K

Top Sells

1
+$5.54M
2
+$4.51M
3
+$3.83M
4
PFPT
Proofpoint, Inc.
PFPT
+$3.53M
5
CEMP
Cempra, Inc.
CEMP
+$3.49M

Sector Composition

1 Healthcare 27.87%
2 Communication Services 18.94%
3 Technology 18.55%
4 Consumer Discretionary 11.17%
5 Industrials 7.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$775K 0.31%
10,200
52
$765K 0.3%
11,589
53
$759K 0.3%
6,028
54
$746K 0.29%
5,650
55
$584K 0.23%
6,000
-300
56
$550K 0.22%
7,100
57
$534K 0.21%
5,200
58
$532K 0.21%
28,756
59
$517K 0.2%
5,245
60
$495K 0.2%
7,000
61
$443K 0.17%
8,000
62
$409K 0.16%
6,000
63
$395K 0.16%
2
-2
64
$381K 0.15%
5,000
-307
65
$374K 0.15%
8,106
+1,415
66
$372K 0.15%
2,500
67
$337K 0.13%
10,000
68
$322K 0.13%
10,540
69
$307K 0.12%
1,500
70
$266K 0.11%
4,000
71
$254K 0.1%
8,800
72
$251K 0.1%
1
73
$246K 0.1%
3,100
74
$240K 0.09%
2,500
-1,000
75
$231K 0.09%
13,500
1 2
3
4