HCM
Harvey Capital Management Portfolio holdings
AUM
$427M
This Quarter Return
+5.73%
1 Year Return
+23.84%
3 Year Return
+140.35%
5 Year Return
+229.3%
10 Year Return
+499.86%
AUM
$233M
AUM Growth
+$233M
(+4.8%)
Cap. Flow
+$506K
Cap. Flow
% of AUM
0.22%
Top 10 Holdings %
Top 10 Hldgs %
40.93%
Holding
84
New
6
Increased
14
Reduced
9
Closed
3
Top Buys
| 1 |
Blackrock
BLK
|
$5.7M |
| 2 |
RTN
Raytheon Company
RTN
|
$4.55M |
| 3 |
Broadcom
AVGO
|
$1.79M |
| 4 |
DuPont de Nemours
DD
|
$1.62M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$1.57M |
Top Sells
| 1 |
TWX
Time Warner Inc
TWX
|
$8.95M |
| 2 |
Oracle
ORCL
|
$3.35M |
| 3 |
PTLA
Portola Pharmaceuticals, Inc.
PTLA
|
$2.73M |
| 4 |
Booking.com
BKNG
|
$1.86M |
| 5 |
AERI
Aerie Pharmaceuticals, Inc.
AERI
|
$1.6M |
Sector Composition
| 1 | Communication Services | 20.74% |
| 2 | Healthcare | 15.99% |
| 3 | Technology | 14.53% |
| 4 | Consumer Discretionary | 11.88% |
| 5 | Materials | 10.36% |
