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
$267M
AUM Growth
-$8.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.2M
3
+$3M
4
JD icon
JD.com
JD
+$2.83M
5
MA icon
Mastercard
MA
+$2.25M

Top Sells

1
+$10.2M
2
+$5.28M
3
+$3.72M
4
T icon
AT&T
T
+$2.8M
5
AGU
Agrium
AGU
+$2.72M

Sector Composition

1 Communication Services 22.59%
2 Financials 14.92%
3 Technology 14.03%
4 Consumer Discretionary 12.91%
5 Healthcare 11.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.29M 0.48%
6,484
52
$1.27M 0.48%
23,519
53
$1.23M 0.46%
24,960
54
$1.11M 0.41%
6,028
55
$1M 0.37%
+47,000
56
$863K 0.32%
12,500
57
$785K 0.29%
7,460
-16,000
58
$749K 0.28%
2,823
+50
59
$666K 0.25%
5,200
60
$652K 0.24%
7,150
61
$638K 0.24%
18,972
-316
62
$600K 0.22%
2,500
63
$598K 0.22%
2
64
$463K 0.17%
80,000
65
$358K 0.13%
25,200
66
$332K 0.12%
2,140
67
$327K 0.12%
7,625
68
$301K 0.11%
3,814
-317
69
$300K 0.11%
2,000
70
$284K 0.11%
5,000
71
$271K 0.1%
7,000
+200
72
$267K 0.1%
+7,000
73
$263K 0.1%
3,325
74
$261K 0.1%
2,500
75
$258K 0.1%
4,000
-25,175
1 2
3
4