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
$251M
AUM Growth
-$727K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$1.01M
3
+$724K
4
T icon
AT&T
T
+$530K
5
AMZN icon
Amazon
AMZN
+$401K

Top Sells

1
+$3.57M
2
+$3.32M
3
+$3.11M
4
DIS icon
Walt Disney
DIS
+$2.1M
5
AKAM icon
Akamai
AKAM
+$1.69M

Sector Composition

1 Communication Services 20.33%
2 Technology 16.36%
3 Financials 15.39%
4 Consumer Discretionary 12.65%
5 Materials 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$951K 0.38%
7,460
52
$826K 0.33%
2,823
53
$817K 0.33%
7,150
54
$718K 0.29%
5,200
55
$640K 0.25%
2
56
$601K 0.24%
2,500
57
$562K 0.22%
80,000
58
$514K 0.2%
4,400
-18,000
59
$370K 0.15%
7,625
60
$358K 0.14%
25,200
61
$345K 0.14%
4,000
62
$338K 0.13%
5,000
63
$335K 0.13%
3,814
64
$321K 0.13%
2,140
65
$310K 0.12%
7,000
66
$305K 0.12%
2,000
67
$304K 0.12%
333
-1,815
68
$291K 0.12%
2,500
69
$276K 0.11%
3,325
70
$268K 0.11%
4,000
71
$266K 0.11%
1,000
72
$264K 0.11%
6,324
-12,648
73
$235K 0.09%
+2,000
74
$225K 0.09%
2,000
75
$192K 0.08%
3,120
1 2
3
4