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
$200M
AUM Growth
-$6.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.29M
3
+$481K
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$408K
5
DIS icon
Walt Disney
DIS
+$342K

Top Sells

1
+$2.5M
2
+$2.12M
3
+$1.21M
4
CBI
Chicago Bridge & Iron Nv
CBI
+$1.21M
5
AAPL icon
Apple
AAPL
+$1.06M

Sector Composition

1 Healthcare 25.24%
2 Technology 23.11%
3 Communication Services 20.63%
4 Consumer Discretionary 10.38%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$526K 0.26%
7,100
52
$525K 0.26%
9,415
+4,000
53
$468K 0.23%
15,545
-1,360
54
$433K 0.22%
2
55
$414K 0.21%
5,000
56
$409K 0.2%
8,000
57
$379K 0.19%
2,500
58
$357K 0.18%
10,000
59
$352K 0.18%
10,540
60
$315K 0.16%
1,500
61
$292K 0.15%
4,000
62
$269K 0.13%
2,500
63
$262K 0.13%
3,100
64
$256K 0.13%
8,800
65
$250K 0.13%
7,000
66
$248K 0.12%
4,000
-5,000
67
$246K 0.12%
3,814
68
$243K 0.12%
3,000
69
$238K 0.12%
2,000
70
$237K 0.12%
+5,000
71
$219K 0.11%
13,500
72
$218K 0.11%
7,625
73
– –
0
74
$122K 0.06%
10,000
75
– –
-2,500
1 2
3
4