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
$324M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$3.62M
2
+$2.13M
3
+$1.65M
4
MET icon
MetLife
MET
+$686K
5
CEMP
Cempra, Inc.
CEMP
+$578K

Top Sells

1
+$7.46M
2
+$5.02M
3
+$2.42M
4
AAPL icon
Apple
AAPL
+$1.67M
5
EMC
EMC CORPORATION
EMC
+$1.36M

Sector Composition

1 Healthcare 14.16%
2 Communication Services 13.27%
3 Technology 10.34%
4 Consumer Discretionary 7.57%
5 Industrials 5.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.18%
5,245
52
$578K 0.18%
7,000
-100
53
$507K 0.16%
+19,800
54
$489K 0.15%
9,415
55
$477K 0.15%
2,194
+694
56
$436K 0.13%
2,500
57
$432K 0.13%
2
58
$418K 0.13%
10,000
59
$391K 0.12%
6,800
-1,200
60
$338K 0.1%
10,540
61
$296K 0.09%
4,000
62
$284K 0.09%
7,000
63
$274K 0.08%
2,000
64
$273K 0.08%
2,500
65
$269K 0.08%
3,000
-100
66
$267K 0.08%
8,800
67
$266K 0.08%
+19,858
68
$266K 0.08%
4,000
69
$256K 0.08%
5,000
70
$243K 0.08%
3,814
71
$241K 0.07%
7,625
72
$220K 0.07%
13,500
73
$213K 0.07%
2,500
-500
74
$185K 0.06%
10,000
75
$179K 0.06%
+11,500
1 2
3
4