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
$248M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$3.58M
2
+$2.96M
3
+$2.92M
4
AKAM icon
Akamai
AKAM
+$2.32M
5
LOW icon
Lowe's Companies
LOW
+$1.23M

Top Sells

1
+$2.52M
2
+$2.45M
3
+$1.82M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.57M
5
BTT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$736K 0.3%
7,000
52
$662K 0.27%
19,552
-5,797
53
$650K 0.26%
5,000
54
$606K 0.24%
2,396
55
$604K 0.24%
5,217
-1,043
56
$587K 0.24%
+6,000
57
$563K 0.23%
2,500
58
$549K 0.22%
2
59
$495K 0.2%
6,650
-650
60
$490K 0.2%
9,915
-2,000
61
$458K 0.18%
+3,970
62
$357K 0.14%
80,000
63
$341K 0.14%
+22,700
64
$333K 0.13%
5,926
65
$315K 0.13%
8,800
66
$300K 0.12%
2,500
67
$291K 0.12%
4,000
68
$291K 0.12%
3,200
69
$278K 0.11%
3,814
70
$277K 0.11%
5,000
71
$263K 0.11%
2,000
72
$256K 0.1%
7,625
73
$251K 0.1%
2,000
74
$241K 0.1%
1,000
75
$228K 0.09%
2,000
1 2
3
4