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
$215M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$6.2M
2
+$6.12M
3
+$5.44M
4
AVGO icon
Broadcom
AVGO
+$5.43M
5
PFE icon
Pfizer
PFE
+$4.06M

Top Sells

1
+$5.8M
2
+$3.24M
3
+$3.08M
4
GE icon
GE Aerospace
GE
+$2.37M
5
ACAD icon
Acadia Pharmaceuticals
ACAD
+$2.34M

Sector Composition

1 Communication Services 25.6%
2 Healthcare 17.89%
3 Technology 14.8%
4 Consumer Discretionary 12.32%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$609K 0.28%
11,415
+2,000
52
$576K 0.27%
5,000
53
$546K 0.25%
7,000
54
$518K 0.24%
2,305
+111
55
$488K 0.23%
2
56
$487K 0.23%
+8,201
57
$472K 0.22%
19,400
-400
58
$465K 0.22%
2,500
59
$391K 0.18%
6,300
-500
60
$345K 0.16%
4,000
61
$338K 0.16%
5,927
-15,328
62
$317K 0.15%
5,000
-4,000
63
$306K 0.14%
19,858
64
$291K 0.14%
6,059
-11,276
65
$287K 0.13%
5,000
66
$286K 0.13%
2,500
67
$267K 0.12%
8,800
68
$265K 0.12%
2,000
69
$263K 0.12%
3,814
70
$261K 0.12%
4,000
71
$261K 0.12%
7,000
72
$254K 0.12%
11,500
73
$252K 0.12%
3,000
74
$244K 0.11%
13,500
75
$230K 0.11%
7,625
1 2
3
4