HCM
Harvey Capital Management Portfolio holdings
AUM
$427M
This Quarter Return
+7.72%
1 Year Return
+23.84%
3 Year Return
+140.35%
5 Year Return
+229.3%
10 Year Return
+499.86%
AUM
$248M
AUM Growth
+$248M
(+6.2%)
Cap. Flow
+$242K
Cap. Flow
% of AUM
0.1%
Top 10 Holdings %
Top 10 Hldgs %
41.05%
Holding
85
New
4
Increased
11
Reduced
30
Closed
8
Top Buys
| 1 |
Albemarle
ALB
|
$3.58M |
| 2 |
Oracle
ORCL
|
$2.96M |
| 3 |
Citigroup
C
|
$2.92M |
| 4 |
Akamai
AKAM
|
$2.32M |
| 5 |
Lowe's Companies
LOW
|
$1.23M |
Top Sells
| 1 |
OTIC
Otonomy, Inc.
OTIC
|
$2.52M |
| 2 |
Alibaba
BABA
|
$2.45M |
| 3 |
Honeywell
HON
|
$1.82M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$1.57M |
| 5 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
$1.24M |
Sector Composition
| 1 | Communication Services | 19.32% |
| 2 | Technology | 16.42% |
| 3 | Healthcare | 15.68% |
| 4 | Consumer Discretionary | 11.78% |
| 5 | Materials | 11.59% |
