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
$188M
AUM Growth
-$63.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$3.87M
2
+$2.75M
3
+$2.37M
4
HD icon
Home Depot
HD
+$1.95M
5
TTWO icon
Take-Two Interactive
TTWO
+$1.74M

Top Sells

1
+$2.82M
2
+$2.24M
3
+$1.85M
4
SWKS icon
Skyworks Solutions
SWKS
+$1.78M
5
ALB icon
Albemarle
ALB
+$1.63M

Sector Composition

1 Communication Services 21.71%
2 Technology 16.25%
3 Financials 14.02%
4 Consumer Discretionary 13.35%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$710K 0.38%
14,090
-18,315
52
$671K 0.36%
5,200
53
$650K 0.35%
7,460
54
$630K 0.34%
96,250
-93,150
55
$612K 0.33%
2
56
$577K 0.31%
+3,042
57
$525K 0.28%
35,525
-48,625
58
$482K 0.26%
4,400
59
$452K 0.24%
4,163
-8,577
60
$403K 0.21%
2,500
61
$402K 0.21%
6,000
-26,615
62
$353K 0.19%
25,200
63
$330K 0.18%
7,625
64
$319K 0.17%
2,140
65
$305K 0.16%
3,325
66
$269K 0.14%
5,000
67
$267K 0.14%
80,000
68
$263K 0.14%
7,000
69
$255K 0.14%
3,814
70
$243K 0.13%
2,500
71
$229K 0.12%
4,000
72
$218K 0.12%
5,270
-1,054
73
$205K 0.11%
2,000
74
$205K 0.11%
2,000
75
$91K 0.05%
3,120
1 2
3
4