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
$276M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.14M
2
+$6.04M
3
+$4.17M
4
SWKS icon
Skyworks Solutions
SWKS
+$3.38M
5
VZ icon
Verizon
VZ
+$3.25M

Top Sells

1
+$7.64M
2
+$4.45M
3
+$1.88M
4
SKX
Skechers
SKX
+$1.85M
5
AKAM icon
Akamai
AKAM
+$1.42M

Sector Composition

1 Communication Services 24.1%
2 Technology 14.3%
3 Healthcare 12.83%
4 Financials 12.08%
5 Consumer Discretionary 12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.43%
6,028
52
$954K 0.35%
+12,320
53
$933K 0.34%
12,500
54
$845K 0.31%
+13,090
55
$827K 0.3%
3,700
-1,000
56
$798K 0.29%
7,000
57
$757K 0.27%
6,000
58
$745K 0.27%
2,773
+377
59
$726K 0.26%
5,200
+200
60
$696K 0.25%
10,000
61
$662K 0.24%
19,288
-264
62
$623K 0.23%
2,500
63
$611K 0.22%
7,150
+500
64
$595K 0.22%
2
65
$387K 0.14%
80,000
66
$363K 0.13%
25,200
+2,500
67
$334K 0.12%
2,140
+140
68
$331K 0.12%
4,131
+317
69
$312K 0.11%
5,926
70
$305K 0.11%
3,325
+125
71
$301K 0.11%
4,000
72
$300K 0.11%
2,000
73
$297K 0.11%
2,500
74
$292K 0.11%
7,625
75
$267K 0.1%
5,000
1 2
3
4